Purchases and Sales Made in Q2 2023 in Spdr Index Shs Fds Spdr Portfo (SPEU)

SPEU Quotes by TradingView

This table provides information about the institutional ownership of Spdr Index Shs Fds Spdr Portfo (SPEU) during Q2 2023. 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
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
335K
+ 45.66%
$12.6M - $13.3M
1.07M $43.1M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
158K
+ 37.92%
$5.95M - $6.29M
575K $23.2M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
114K
New
$4.3M - $4.54M
114K $4.62M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
103K
+ 98.15%
$3.87M - $4.09M
208K $8.39M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
98.4K
+ 12.5%
$3.7M - $3.91M
885K $35.8M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
47.9K
+ 28.19%
$1.8M - $1.9M
218K $8.79M
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

BUY
 -
44.9K
+ 107.83%
$1.69M - $1.78M
86.4K $3.49M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
42.4K
+ 2453.1%
$1.59M - $1.68M
44.1K $1.78M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
27K
+ 35.7%
$1.02M - $1.07M
103K $4.15M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
26.4K
+ 46.67%
$993K - $1.05M
83.1K $3.36M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
21.2K
+ 14.29%
$795K - $841K
169K $6.84M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
19.1K
New
$717K - $759K
19.1K $771K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
16.4K
+ 130.44%
$616K - $651K
29K $1.17M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
15.7K
New
$590K - $624K
15.7K $634K
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
15.5K
+ 36.12%
$582K - $616K
58.4K $2.36M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
15.4K
+ 28.75%
$578K - $612K
68.9K $2.78M
Jul 19, 2023 Q2 2023
Cedar Mountain Advisors, LLC

BUY
 -
14K
+ 7.06%
$525K - $555K
212K $8.56M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
12.7K
+ 33.96%
$479K - $506K
50.3K $2.03M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
12K
+ 11.54%
$452K - $478K
116K $4.69M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
11.4K
+ 1.22%
$428K - $452K
942K $38M
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
11K
+ 136.73%
$413K - $437K
19K $769K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
9.65K
New
$363K - $384K
9.65K $390K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.29K
+ 23.01%
$349K - $369K
49.7K $2.01M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.37K
New
$315K - $333K
8.37K $338K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
7.37K
+ 171.74%
$277K - $293K
11.7K $471K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
6.47K
+ 29.45%
$243K - $257K
28.5K $1.15M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
5.41K
New
$203K - $215K
5.41K $218K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
5.05K
+ 48.55%
$190K - $201K
15.5K $624K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
4.67K
+ 16.47%
$175K - $186K
33K $1.33M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
4.52K
+ 1.62%
$170K - $179K
283K $11.4M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
4.43K
+ 2.02%
$167K - $176K
224K $9.07M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.71K
+ 29.98%
$139K - $147K
16.1K $649K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
3.62K
New
$136K - $144K
3.62K $146K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
2.6K
+ 34.84%
$97.8K - $103K
10.1K $407K
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
2.35K
New
$88.1K - $93.2K
2.35K $94.7K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.15K
+ 11.85%
$80.9K - $85.6K
20.3K $821K
Aug 14, 2023 Q2 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
1.78K
+ 15.08%
$67K - $70.8K
13.6K $549K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.77K
+ 22.44%
$66.5K - $70.3K
9.66K $390K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.73K
+ 32.4%
$64.9K - $68.6K
7.06K $285K
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
1.39K
+ 7.64%
$52.1K - $55.1K
19.5K $789K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.24K
New
$46.5K - $49.2K
1.24K $50K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
1.22K
+ 7.58%
$46K - $48.6K
17.4K $701K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.18K
+ 763.64%
$44.2K - $46.7K
1.33K $53.7K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.18K
+ 763.64%
$44.2K - $46.7K
1.33K $53.7K
Jul 21, 2023 Q2 2023
Activest Wealth Management

BUY
 -
1.14K
New
$42.7K - $45.1K
1.14K $45.9K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
1.09K
+ 6.37%
$40.9K - $43.2K
18.2K $734K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
982
+ 15.29%
$36.9K - $39K
7.41K $299K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
982
+ 15.29%
$36.9K - $39K
7.41K $299K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
903
+ 24.31%
$33.9K - $35.9K
4.62K $187K

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