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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.02KNew |
$36.5K - $40.5K
|
1.02K
$49.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11KNew |
$392K - $435K
|
11K
$529K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$536 - $595
|
15
$724
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219Closed |
$7.82K - $8.68K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8KNew |
$528K - $586K
|
14.8K
$713K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.37% |
$71.4 - $79.3
|
539
$26K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-951- 6.06% |
$34K - $37.7K
|
14.8K
$712K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
114KNew |
$4.3M - $4.54M
|
114K
$5.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.6K+ 34.84% |
$97.8K - $103K
|
10.1K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.78K+ 15.08% |
$67K - $70.8K
|
13.6K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.56K- 3.92% |
$134K - $141K
|
87.3K
$4.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45New |
$1.69K - $1.79K
|
45
$2.17K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.15K+ 11.85% |
$80.9K - $85.6K
|
20.3K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463New |
$17.4K - $18.4K
|
463
$22.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.65KNew |
$363K - $384K
|
9.65K
$466K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.67K+ 16.47% |
$175K - $186K
|
33K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
695New |
$26.1K - $27.6K
|
695
$33.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.41KNew |
$203K - $215K
|
5.41K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.14KNew |
$42.7K - $45.1K
|
1.14K
$54.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.35KNew |
$88.1K - $93.2K
|
2.35K
$113K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
24.4KNew |
$917K - $970K
|
24.4K
$1.18M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.59KClosed |
$231K - $253K
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.81K- 33.58% |
$98.6K - $108K
|
5.56K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
10.7KNew |
$376K - $412K
|
10.7K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.97% |
$491 - $538
|
1.43K
$68.8K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.42% |
$210 - $231
|
1.45K
$69.7K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-292- 1.72% |
$10.2K - $11.2K
|
16.7K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-103- 50.74% |
$3.61K - $3.96K
|
100
$4.82K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
30.9K+ 29.2% |
$1.08M - $1.19M
|
137K
$6.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
263New |
$9.23K - $10.1K
|
263
$12.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.8KNew |
$623K - $683K
|
17.8K
$856K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
204New |
$7.16K - $7.85K
|
204
$9.84K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
579New |
$20.3K - $22.3K
|
579
$27.9K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22- 3.05% |
$631 - $794
|
700
$33.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$430 - $541
|
15
$724
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-81- 97.59% |
$2.32K - $2.92K
|
2
$96.5
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.2KNew |
$408K - $513K
|
14.2K
$686K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
380+ 118.75% |
$10.9K - $13.7K
|
700
$33.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-77- 70.0% |
$2.21K - $2.78K
|
33
$1.59K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.88KNew |
$53.8K - $67.7K
|
1.88K
$90.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.75KNew |
$49.6K - $61.4K
|
1.75K
$84.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
200New |
$5.68K - $7.02K
|
200
$9.65K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.16K- 31.69% |
$61.2K - $75.7K
|
4.65K
$224K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.34K- 59.18% |
$66.4K - $82K
|
1.61K
$77.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
735New |
$20.9K - $25.8K
|
735
$35.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.72KNew |
$219K - $271K
|
7.72K
$373K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 100.0% |
$32.7 - $39.3
|
2
$96.5
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
9+ 31.03% |
$294 - $354
|
38
$1.83K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265New |
$8.66K - $10.4K
|
265
$12.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.31KClosed |
$173K - $208K
|
0
$0
|
|