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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.72KNew |
$219K - $271K
|
7.72K
$324K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 100.0% |
$32.7 - $39.3
|
2
$84
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
9+ 31.03% |
$294 - $354
|
38
$1.6K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265New |
$8.66K - $10.4K
|
265
$11.1K
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.31KClosed |
$173K - $208K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.65KClosed |
$119K - $143K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-900Closed |
$29.4K - $35.4K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-745- 90.08% |
$24.3K - $29.3K
|
82
$3.44K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.37KClosed |
$176K - $211K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
257New |
$8.4K - $10.1K
|
257
$10.8K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.57KClosed |
$182K - $219K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-840Closed |
$27.5K - $33K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-940Closed |
$30.7K - $36.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-33Closed |
$1.08K - $1.3K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.55KClosed |
$297K - $368K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.65KClosed |
$196K - $243K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
39New |
$1.35K - $1.68K
|
39
$1.64K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$38.7K - $47.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-823Closed |
$28.6K - $35.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.87KClosed |
$135K - $167K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-164Closed |
$5.7K - $7.06K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-8.15KClosed |
$283K - $351K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5KClosed |
$174K - $216K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$35.1K - $43.5K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32New |
$1.11K - $1.38K
|
32
$1.34K
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.02KNew |
$41.5K - $44.6K
|
1.02K
$42.8K
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-74.8KClosed |
$3.05M - $3.27M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.06KClosed |
$247K - $265K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500Closed |
$20.4K - $21.8K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
24.3KNew |
$991K - $1.06M
|
24.3K
$1.02M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.59KClosed |
$228K - $244K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
300New |
$12.2K - $13.1K
|
300
$12.6K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-65Closed |
$2.65K - $2.84K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-10.7KClosed |
$437K - $468K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
344New |
$14K - $15.1K
|
344
$14.4K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7Closed |
$286 - $307
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.03K+ 17.36% |
$40.9K - $44.9K
|
6.93K
$291K
|
|
Jul 29, 2021
Q2 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8KClosed |
$319K - $351K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.33KClosed |
$53.1K - $58.4K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-165Closed |
$6.58K - $7.24K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-306Closed |
$11.4K - $12.2K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-23Closed |
$711 - $875
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-560Closed |
$17.3K - $21.3K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.42KClosed |
$203K - $221K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78Closed |
$2.46K - $2.69K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76Closed |
$2.4K - $2.62K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20.5KClosed |
$646K - $706K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
SELL
|
- |
-7.78KClosed |
$246K - $268K
|
0
$0
|