Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
416K+ 131.01% |
$11.9M - $15M
|
733K
$29.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 78.72% |
$6.25M - $7.87M
|
495K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
216KNew |
$6.18M - $7.78M
|
216K
$8.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
106KNew |
$3.03M - $3.82M
|
106K
$4.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.3K+ 86.53% |
$2.62M - $3.29M
|
197K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.8K+ 494.51% |
$2.52M - $3.17M
|
106K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
61.9K+ 116.22% |
$1.77M - $2.23M
|
115K
$4.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.2K+ 166.64% |
$1.53M - $1.92M
|
85.2K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34K+ 176.14% |
$975K - $1.23M
|
53.3K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30.8KNew |
$883K - $1.11M
|
30.8K
$1.25M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
26.1K+ 259.81% |
$747K - $941K
|
36.1K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.8K+ 189.85% |
$682K - $859K
|
36.3K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22.4KNew |
$642K - $809K
|
22.4K
$913K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 73.1% |
$592K - $746K
|
48.9K
$1.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.4K+ 137.16% |
$556K - $700K
|
33.5K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.7KNew |
$449K - $566K
|
15.7K
$638K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.2KNew |
$408K - $513K
|
14.2K
$579K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.1K+ 141.08% |
$405K - $510K
|
24.1K
$983K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.5KNew |
$386K - $486K
|
13.5K
$548K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.6K+ 113.62% |
$362K - $456K
|
23.8K
$968K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
12.3KNew |
$353K - $444K
|
12.3K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12K+ 112.07% |
$343K - $432K
|
22.7K
$922K
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
9.35K+ 69.27% |
$268K - $337K
|
22.9K
$931K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.16KNew |
$262K - $330K
|
9.16K
$373K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.09K+ 183.58% |
$260K - $328K
|
14K
$572K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.04KNew |
$259K - $326K
|
9.04K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.38KNew |
$240K - $302K
|
8.38K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.1K+ 17.24% |
$232K - $292K
|
55.1K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.92KNew |
$227K - $286K
|
7.92K
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.78K+ 2.92% |
$223K - $281K
|
275K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.65KNew |
$219K - $276K
|
7.65K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.47KNew |
$214K - $269K
|
7.47K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.72KNew |
$192K - $242K
|
6.72K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.46KNew |
$185K - $233K
|
6.46K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$173K - $218K
|
6.04K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.22KNew |
$121K - $152K
|
4.22K
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
3.89KNew |
$112K - $140K
|
3.89K
$158K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.51KNew |
$71.9K - $90.5K
|
2.51K
$102K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.29K+ 3.78% |
$65.7K - $82.7K
|
62.8K
$2.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.88KNew |
$53.8K - $67.7K
|
1.88K
$76.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.44KNew |
$41.3K - $52K
|
1.44K
$58.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.26K+ 31475.0% |
$36.1K - $45.4K
|
1.26K
$51.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 124.72% |
$35.4K - $44.6K
|
2.23K
$90.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
950+ 5.94% |
$27.2K - $34.3K
|
16.9K
$690K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
890+ 81.73% |
$25.5K - $32.1K
|
1.98K
$80.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
380+ 118.75% |
$10.9K - $13.7K
|
700
$28.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
250New |
$7.17K - $9.02K
|
250
$10.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$2.87K - $3.61K
|
100
$4.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40New |
$1.15K - $1.44K
|
40
$1.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26New |
$745 - $938
|
26
$1.06K
|