Purchases and Sales Made in Q2 2021 in Spdr Index Shs Fds Spdr Portfo (SPEU)
This table provides information about the institutional ownership of Spdr Index Shs Fds Spdr Portfo (SPEU) during Q2 2021. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS SPDR PORTFO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
740KNew |
$29.5M - $32.5M
|
740K
$30.2M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
533KNew |
$21.2M - $23.4M
|
533K
$21.7M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
307K+ 874.67% |
$12.2M - $13.4M
|
342K
$13.9M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264KNew |
$10.5M - $11.6M
|
264K
$10.8M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
178KNew |
$7.1M - $7.81M
|
178K
$7.26M
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
121KNew |
$4.83M - $5.31M
|
121K
$4.94M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.2K+ 199.18% |
$3.24M - $3.56M
|
122K
$4.97M
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
49.1KNew |
$1.96M - $2.15M
|
49.1K
$2M
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
47.2KNew |
$1.88M - $2.07M
|
47.2K
$1.93M
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
46.3KNew |
$1.85M - $2.03M
|
46.3K
$1.89M
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.8KNew |
$1.79M - $1.97M
|
44.8K
$1.83M
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
39KNew |
$1.56M - $1.71M
|
39K
$1.59M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
36.1K+ 2289.09% |
$1.44M - $1.58M
|
37.7K
$1.54M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32KNew |
$1.28M - $1.4M
|
32K
$1.3M
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24K+ 272.89% |
$957K - $1.05M
|
32.8K
$1.34M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 2905.79% |
$941K - $1.03M
|
24.4K
$996K
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
17.7KNew |
$705K - $775K
|
17.7K
$721K
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
17.4KNew |
$694K - $763K
|
17.4K
$710K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$689K - $758K
|
17.3K
$705K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
16.3KNew |
$649K - $713K
|
16.3K
$664K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15KNew |
$598K - $657K
|
15K
$611K
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
13.9KNew |
$556K - $612K
|
13.9K
$569K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$496K - $545K
|
12.4K
$507K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$422K - $464K
|
10.6K
$431K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
9KNew |
$359K - $395K
|
9K
$367K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.33KNew |
$332K - $365K
|
8.33K
$340K
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.72KNew |
$308K - $339K
|
7.72K
$315K
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
BUY
|
- |
7.04KNew |
$281K - $309K
|
7.04K
$287K
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.06KNew |
$242K - $266K
|
6.06K
$247K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.55KNew |
$221K - $243K
|
5.55K
$226K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$157K - $173K
|
3.95K
$161K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.65KNew |
$146K - $160K
|
3.65K
$149K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.49K+ 32.61% |
$99.1K - $109K
|
10.1K
$412K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.95K+ 86.36% |
$77.8K - $85.5K
|
4.21K
$172K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.8K+ 5.19% |
$71.8K - $78.9K
|
36.5K
$1.49M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.58KNew |
$62.9K - $69.1K
|
1.58K
$64.3K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$57.8K - $63.6K
|
1.45K
$59.1K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.35K+ 19.87% |
$53.9K - $59.2K
|
8.15K
$332K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19K+ 47.6% |
$47.5K - $52.2K
|
3.69K
$151K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 4.4% |
$43.2K - $47.5K
|
25.7K
$1.05M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.03K+ 17.36% |
$40.9K - $44.9K
|
6.93K
$283K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
712+ 1.78% |
$28.4K - $31.2K
|
40.6K
$1.66M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
665New |
$26.5K - $29.2K
|
665
$27.1K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
640+ 38.14% |
$25.5K - $28.1K
|
2.32K
$94.6K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 450.0% |
$12.9K - $14.2K
|
396
$16.2K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
190+ 5.38% |
$7.58K - $8.33K
|
3.72K
$152K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
129New |
$5.15K - $5.66K
|
129
$5.26K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50New |
$1.99K - $2.19K
|
50
$2.04K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21+ 63.64% |
$838 - $921
|
54
$2.2K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$798 - $877
|
20
$816
|