American Trust Spdr Index Shs Fds Spdr Portfo Transaction History

American Trust

$1.09 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$37.58 - $39.74 $133,672 - $141,355	-3,557 Reduced 3.92%	87,285 $3.36 Million
Q1 2023 May 22, 2023	BUY	$35.08 - $38.46 $3.19 Million - $3.49 Million	90,842 New	90,842 $3.45 Million

Others Institutions Holding SPEU

# of Institutions

71

Shares Held

2.93M

Call Options Held

200

Put Options Held

0

Morgan Stanley New York, NY

928K
Shares

$39.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

291K
Shares

$12.5 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

275K
Shares

$11.8 Million
0.62% of portfolio
Level Four Advisory Services, LLC Dallas, TX

252K
Shares

$10.8 Million
0.57% of portfolio
Lpl Financial LLC Fort Mill, SC

223K
Shares

$9.56 Million
0.01% of portfolio

About SPDR INDEX SHS FDS SPDR PORTFO

Ticker SPEU
Sector ETFs
Industry ETFs

More about SPEU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Trust, based on Form 13F filings with the SEC.

News

Stay updated on American Trust with notifications on news.