Latest Institutional Transactions on Spdr S&P Emerging Markets Smal (EWX)
This table provides information on the latest institutional transactions involving Spdr S&P Emerging Markets Smal (EWX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3New |
$164 - $177
|
3
$168
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.5KNew |
$137K - $148K
|
2.5K
$140K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 50.0% |
$107 - $113
|
2
$112
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13K+ 19.13% |
$692K - $735K
|
80.8K
$4.53M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
27KNew |
$1.44M - $1.53M
|
27K
$1.51M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
710+ 13.54% |
$37.8K - $40.2K
|
5.96K
$333K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
813+ 14.63% |
$43.3K - $46.1K
|
6.37K
$357K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
135New |
$7.2K - $7.65K
|
135
$7.56K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
675New |
$36K - $38.2K
|
675
$37.8K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-80- 1.16% |
$4.26K - $4.53K
|
6.84K
$383K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
16New |
$853 - $907
|
16
$896
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.69KNew |
$250K - $266K
|
4.69K
$262K
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.35KNew |
$285K - $303K
|
5.35K
$299K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-249K- 13.78% |
$13.3M - $14.1M
|
1.56M
$87.1M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
192+ 18.79% |
$10.2K - $10.9K
|
1.21K
$68K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2New |
$107 - $113
|
2
$112
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
524+ 40.94% |
$27.9K - $29.7K
|
1.8K
$101K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.79K- 20.4% |
$415K - $441K
|
30.4K
$1.7M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$3.52K - $3.74K
|
66
$3.7K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 0.79% |
$2.67K - $2.83K
|
6.31K
$353K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-225- 12.81% |
$12K - $12.7K
|
1.53K
$85.8K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-756- 80.0% |
$40.3K - $42.8K
|
189
$10.6K
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3K+ 0.92% |
$160K - $170K
|
328K
$18.4M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 2.09% |
$213 - $227
|
187
$10.5K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11New |
$586 - $623
|
11
$616
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$3.57K - $3.98K
|
70
$3.92K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
200New |
$10.2K - $11.4K
|
200
$11.2K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-140- 1.65% |
$7.14K - $7.96K
|
8.36K
$468K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
819+ 1462.5% |
$41.8K - $46.6K
|
875
$49K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 37.04% |
$23K - $25.6K
|
765
$42.8K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.15KNew |
$110K - $122K
|
2.15K
$120K
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
4.06KNew |
$207K - $231K
|
4.06K
$227K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 58.57% |
$2.09K - $2.33K
|
29
$1.62K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$1.38K - $1.54K
|
27
$1.51K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44New |
$2.25K - $2.5K
|
44
$2.46K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.1K- 78.63% |
$873K - $973K
|
4.65K
$260K
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.88K- 20.6% |
$96K - $107K
|
7.26K
$406K
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.7K- 2.61% |
$189K - $210K
|
138K
$7.74M
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$102 - $114
|
111
$6.22K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 2.73% |
$71.9K - $80.1K
|
53K
$2.97M
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
35New |
$1.79K - $1.99K
|
35
$1.96K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.58K+ 98.95% |
$345K - $364K
|
13.2K
$741K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
770+ 7.54% |
$40.4K - $42.6K
|
11K
$615K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 528.4% |
$69.3K - $73.1K
|
1.57K
$88K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51.6KNew |
$2.71M - $2.85M
|
51.6K
$2.89M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$945 - $996
|
18
$1.01K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5KNew |
$1.02M - $1.08M
|
19.5K
$1.09M
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-32.6K- 50.94% |
$1.71M - $1.8M
|
31.4K
$1.76M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
354+ 1.49% |
$18.6K - $19.6K
|
24.1K
$1.35M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-552- 10.84% |
$29K - $30.5K
|
4.54K
$254K
|