Purchases and Sales Made in Q4 2024 in Spdr S&P Emerging Markets Smal (EWX)
This table provides information about the institutional ownership of Spdr S&P Emerging Markets Smal (EWX) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P EMERGING MARKETS SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
346K+ 5761.0% |
$20.3M - $22.4M
|
352K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.4KNew |
$726K - $802K
|
12.4K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
11.6K+ 20.63% |
$681K - $753K
|
68K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.01K+ 65.0% |
$294K - $325K
|
12.7K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.47K+ 6.31% |
$262K - $289K
|
75.2K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 4.42% |
$251K - $278K
|
101K
$5.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.01K+ 4.54% |
$235K - $259K
|
92.3K
$5.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 86.38% |
$180K - $198K
|
6.61K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.78K+ 1.53% |
$163K - $180K
|
185K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
2.38K+ 6.07% |
$139K - $154K
|
41.6K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.28K+ 5.04% |
$134K - $148K
|
47.6K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.83K+ 9.16% |
$107K - $119K
|
21.8K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
600+ 16.39% |
$35.2K - $38.9K
|
4.26K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
560+ 8.19% |
$32.8K - $36.3K
|
7.4K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
532+ 62.81% |
$31.2K - $34.5K
|
1.38K
$78.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
505+ 3.78% |
$29.6K - $32.7K
|
13.9K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
383+ 3.79% |
$22.4K - $24.8K
|
10.5K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
367+ 7.39% |
$21.5K - $23.8K
|
5.34K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
224New |
$13.1K - $14.5K
|
224
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
157+ 1.61% |
$9.2K - $10.2K
|
9.92K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
120+ 1.1% |
$7.03K - $7.77K
|
11K
$630K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64New |
$3.75K - $4.15K
|
64
$3.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53+ 1.57% |
$3.11K - $3.43K
|
3.42K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
34+ 0.1% |
$1.99K - $2.2K
|
34.9K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19New |
$1.11K - $1.23K
|
19
$1.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 2.13% |
$703 - $777
|
575
$32.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
11+ 1.6% |
$645 - $713
|
698
$39.9K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10+ 2.26% |
$586 - $648
|
453
$25.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.68% |
$58.6 - $64.8
|
147
$8.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.21% |
$762 - $842
|
6.06K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 1.76% |
$1.58K - $1.75K
|
1.51K
$86K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-28- 0.08% |
$1.64K - $1.81K
|
35.7K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-45- 1.29% |
$2.64K - $2.92K
|
3.44K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.74% |
$2.93K - $3.24K
|
6.67K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-50- 9.8% |
$2.93K - $3.24K
|
460
$26.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-132- 1.0% |
$7.74K - $8.55K
|
13K
$744K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-180- 50.42% |
$10.5K - $11.7K
|
177
$10.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-208- 4.41% |
$12.2K - $13.5K
|
4.51K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-258- 2.22% |
$15.1K - $16.7K
|
11.3K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-313- 5.42% |
$18.3K - $20.3K
|
5.46K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-317- 6.38% |
$18.6K - $20.5K
|
4.65K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-401- 3.15% |
$23.5K - $26K
|
12.3K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-820- 2.95% |
$48.1K - $53.1K
|
26.9K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.37K- 3.44% |
$80.4K - $88.8K
|
38.5K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.35K- 36.42% |
$197K - $217K
|
5.85K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.94K- 45.58% |
$524K - $579K
|
10.7K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-19.8K- 53.42% |
$1.16M - $1.28M
|
17.2K
$984K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-32.6K- 21.62% |
$1.91M - $2.11M
|
118K
$6.75M
|