Latest Institutional Transactions on Spdr Index Shs Fds Spdr Portfo (SPEU)
This table provides information on the latest institutional transactions involving Spdr Index Shs Fds Spdr Portfo (SPEU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.77KNew |
$268K - $312K
|
6.77K
$327K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.34KNew |
$330K - $385K
|
8.34K
$402K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
250New |
$9.88K - $11.5K
|
250
$12.1K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.9K+ 27.22% |
$3.74M - $4.12M
|
439K
$21.2M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 3.97% |
$9.96K - $11K
|
6.05K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.99KNew |
$239K - $263K
|
5.99K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.8KNew |
$2.18M - $2.41M
|
54.8K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300New |
$12K - $13.2K
|
300
$14.5K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
307New |
$12.2K - $13.5K
|
307
$14.8K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.19KNew |
$207K - $228K
|
5.19K
$250K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.05K- 93.11% |
$161K - $178K
|
300
$14.5K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.16K- 57.23% |
$46.4K - $51.1K
|
870
$42K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
35New |
$1.39K - $1.54K
|
35
$1.69K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 166.67% |
$199 - $220
|
8
$386
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-37- 16.97% |
$1.47K - $1.63K
|
181
$8.73K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.14% |
$40.6 - $44.8
|
89
$4.29K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 40.0% |
$4.06K - $4.48K
|
150
$7.24K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.3K+ 3.33% |
$296K - $327K
|
227K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.18K- 9.3% |
$47.8K - $52.7K
|
11.5K
$553K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
26+ 0.51% |
$1.06K - $1.17K
|
5.15K
$248K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-100- 8.33% |
$4.06K - $4.48K
|
1.1K
$53.1K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.72KNew |
$192K - $211K
|
4.72K
$227K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$43.8K - $48.4K
|
1.08K
$52.1K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
110KNew |
$4.48M - $4.95M
|
110K
$5.32M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.64KNew |
$351K - $387K
|
8.64K
$417K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.6% |
$4.35K - $4.8K
|
17.9K
$862K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.03% |
$488 - $538
|
34.4K
$1.66M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-251- 3.16% |
$10.2K - $11.3K
|
7.69K
$371K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.1% |
$242 - $265
|
6.02K
$290K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.5KClosed |
$60.5K - $66.4K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$237K - $260K
|
5.87K
$283K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.08KNew |
$326K - $357K
|
8.08K
$390K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.76KNew |
$192K - $210K
|
4.76K
$229K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
561New |
$22.6K - $24.8K
|
561
$27.1K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 92.0% |
$928 - $1.02K
|
2
$96.5
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 55.0% |
$444 - $487
|
9
$434
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-834- 23.79% |
$33.7K - $36.9K
|
2.67K
$129K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.11KNew |
$44.9K - $49.2K
|
1.11K
$53.7K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-228- 0.46% |
$8.83K - $9.64K
|
49.1K
$2.37M
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.51K+ 3.5% |
$330K - $360K
|
252K
$12.2M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
16.2KNew |
$557K - $657K
|
16.2K
$781K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.65K- 34.96% |
$229K - $270K
|
12.4K
$597K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
21+ 2100.0% |
$722 - $852
|
22
$1.06K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
120New |
$4.13K - $4.87K
|
120
$5.79K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-47.6K- 81.49% |
$1.64M - $1.93M
|
10.8K
$522K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
25.1KNew |
$865K - $1.02M
|
25.1K
$1.21M
|
|
Q3 2023 | |||||||
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 1.62% |
$714 - $793
|
1.22K
$58.7K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.92K- 41.09% |
$140K - $156K
|
5.63K
$271K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300New |
$10.7K - $11.9K
|
300
$14.5K
|