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 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26New |
$745 - $938
|
26
$1.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 95.65% |
$631 - $794
|
45
$1.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 300.0% |
$602 - $758
|
28
$1.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$430 - $541
|
15
$657
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11New |
$315 - $397
|
11
$481
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.42% |
$172 - $216
|
1.44K
$63K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.37% |
$143 - $180
|
1.34K
$58.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22- 3.05% |
$631 - $794
|
700
$30.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-41- 61.19% |
$1.18K - $1.48K
|
26
$1.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-77- 70.0% |
$2.21K - $2.78K
|
33
$1.44K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-81- 97.59% |
$2.32K - $2.92K
|
2
$87.5
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-102- 81.6% |
$2.92K - $3.68K
|
23
$1.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-181- 46.17% |
$5.19K - $6.53K
|
211
$9.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-191- 5.08% |
$5.47K - $6.89K
|
3.57K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-304- 1.53% |
$8.71K - $11K
|
19.6K
$858K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-619- 1.75% |
$17.7K - $22.3K
|
34.7K
$1.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 9.1% |
$30.4K - $38.2K
|
10.6K
$463K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.4K- 19.18% |
$40.1K - $50.5K
|
5.9K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.73K- 21.66% |
$49.4K - $62.2K
|
6.24K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.84K- 4.17% |
$81.5K - $103K
|
65.4K
$2.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.49K- 99.39% |
$272K - $342K
|
58
$2.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.6K- 4.27% |
$1.05M - $1.32M
|
822K
$36M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-54.6K- 32.16% |
$1.57M - $1.97M
|
115K
$5.04M
|