Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.5K+ 158.56% |
$1.05M - $1.24M
|
49.7K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.6K+ 13.16% |
$882K - $1.04M
|
220K
$8.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
25.1KNew |
$865K - $1.02M
|
25.1K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 21.79% |
$634K - $748K
|
103K
$4.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.3K+ 21.9% |
$630K - $743K
|
102K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
16.2KNew |
$557K - $657K
|
16.2K
$659K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.8K+ 5.08% |
$405K - $478K
|
244K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.69K+ 31.16% |
$299K - $353K
|
36.6K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.45KNew |
$290K - $343K
|
8.45K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.9KNew |
$203K - $239K
|
5.9K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$202K - $238K
|
5.87K
$239K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.14KNew |
$73.6K - $86.8K
|
2.14K
$87.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.99K+ 2.29% |
$68.5K - $80.8K
|
88.9K
$3.62M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
799New |
$27.5K - $32.4K
|
799
$32.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
347New |
$11.9K - $14.1K
|
347
$14.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
337+ 8.72% |
$11.6K - $13.7K
|
4.2K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
200+ 3.03% |
$6.88K - $8.12K
|
6.8K
$277K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
174+ 0.02% |
$5.98K - $7.06K
|
913K
$37.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
120New |
$4.13K - $4.87K
|
120
$4.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
80+ 0.04% |
$2.75K - $3.25K
|
226K
$9.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 1.02% |
$2.06K - $2.43K
|
5.92K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
21+ 2100.0% |
$722 - $852
|
22
$896
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
20+ 0.23% |
$688 - $812
|
8.6K
$350K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.36% |
$172 - $203
|
1.38K
$56.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$103 - $122
|
3
$122
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.36% |
$34.4 - $40.6
|
282
$11.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-119- 1.09% |
$4.09K - $4.83K
|
10.8K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-166- 0.63% |
$5.71K - $6.74K
|
26.3K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-210- 0.81% |
$7.22K - $8.52K
|
25.7K
$1.05M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-219- 3.7% |
$7.53K - $8.89K
|
5.71K
$232K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 0.92% |
$11K - $13K
|
34.4K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-325- 54.71% |
$11.2K - $13.2K
|
269
$11K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-372- 87.32% |
$12.8K - $15.1K
|
54
$2.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-387- 26.03% |
$13.3K - $15.7K
|
1.1K
$44.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-856- 0.4% |
$29.4K - $34.7K
|
214K
$8.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.49K- 99.93% |
$51.2K - $60.4K
|
1
$40.7
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.94K- 12.04% |
$66.5K - $78.5K
|
14.1K
$576K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.31K- 30.71% |
$79.4K - $93.7K
|
5.21K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.46K- 24.2% |
$84.6K - $99.8K
|
7.71K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.92K- 20.28% |
$169K - $200K
|
19.4K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.47K- 49.39% |
$188K - $222K
|
5.6K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.51K- 2.3% |
$224K - $264K
|
276K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.65K- 34.96% |
$229K - $270K
|
12.4K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 55.89% |
$953K - $1.12M
|
21.9K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31K- 3.28% |
$1.07M - $1.26M
|
913K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.6K- 80.15% |
$1.19M - $1.41M
|
8.58K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-47.6K- 81.49% |
$1.64M - $1.93M
|
10.8K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-65.3K- 56.95% |
$2.25M - $2.65M
|
49.4K
$2.01M
|