Purchases and Sales Made in Q1 2025 in Spdr Euro Stoxx 50 ETF (FEZ)
This table provides information about the institutional ownership of Spdr Euro Stoxx 50 ETF (FEZ) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR EURO STOXX 50 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
697+ 42.14% |
$33.2K - $40K
|
2.35K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
540+ 3.38% |
$25.7K - $31K
|
16.5K
$965K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
500+ 5.9% |
$23.8K - $28.7K
|
8.98K
$525K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
440+ 1.69% |
$21K - $25.3K
|
26.4K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
407New |
$19.4K - $23.4K
|
407
$23.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
403+ 6.89% |
$19.2K - $23.2K
|
6.25K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
395+ 1.14% |
$18.8K - $22.7K
|
34.9K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
375+ 1.57% |
$17.9K - $21.5K
|
24.3K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
365+ 0.56% |
$17.4K - $21K
|
65.8K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
324+ 7.17% |
$15.4K - $18.6K
|
4.84K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
302+ 6.15% |
$14.4K - $17.3K
|
5.22K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
297New |
$14.2K - $17.1K
|
297
$17.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
295New |
$14.1K - $16.9K
|
295
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
268+ 0.64% |
$12.8K - $15.4K
|
41.9K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
250+ 2.43% |
$11.9K - $14.4K
|
10.6K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
242New |
$11.5K - $13.9K
|
242
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
235+ 32.64% |
$11.2K - $13.5K
|
955
$55.9K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
204New |
$9.72K - $11.7K
|
204
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113+ 116.49% |
$5.39K - $6.49K
|
210
$12.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
107+ 0.99% |
$5.1K - $6.15K
|
10.9K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
101+ 0.22% |
$4.81K - $5.8K
|
47.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$4.29K - $5.17K
|
90
$5.27K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
75New |
$3.57K - $4.31K
|
75
$4.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
72+ 72.73% |
$3.43K - $4.14K
|
171
$10K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61New |
$2.91K - $3.5K
|
61
$3.57K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
55+ 0.26% |
$2.62K - $3.16K
|
21.5K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
44New |
$2.1K - $2.53K
|
44
$2.57K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
37New |
$1.76K - $2.13K
|
37
$2.16K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31+ 0.22% |
$1.48K - $1.78K
|
14.2K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
29+ 0.23% |
$1.38K - $1.67K
|
12.4K
$727K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$1.19K - $1.44K
|
25
$1.46K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
14New |
$667 - $804
|
14
$819
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$667 - $804
|
7.09K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 0.29% |
$238 - $287
|
1.72K
$101K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.03% |
$143 - $172
|
9.54K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.04% |
$95.3 - $115
|
5.48K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.08% |
$95.3 - $115
|
2.47K
$145K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.23% |
$47.7 - $57.5
|
436
$25.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.33% |
$47.7 - $57.5
|
308
$18K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.25% |
$47.7 - $57.5
|
408
$23.9K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$47.7 - $57.5
|
1
$58.5
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-14- 0.17% |
$667 - $804
|
8.14K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 73.91% |
$810 - $977
|
6
$351
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 44.74% |
$1.62K - $1.95K
|
42
$2.46K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-97- 0.53% |
$4.62K - $5.57K
|
18.2K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-100- 1.07% |
$4.77K - $5.75K
|
9.22K
$539K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-157- 6.68% |
$7.48K - $9.02K
|
2.19K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 1.59% |
$8.58K - $10.3K
|
11.1K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-188- 0.12% |
$8.96K - $10.8K
|
154K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-200- 3.75% |
$9.53K - $11.5K
|
5.14K
$301K
|