Institutional Ownership Spdr Index Shs Fds Spdr Portfo (SPEU)
This table provides information about the institutional ownership of Spdr Index Shs Fds Spdr Portfo (SPEU). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
6,800
shares
|
$289,544
0.04% of portfolio
|
Q4 2023
Added 3.03%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,666
shares
|
$283,838
0.0% of portfolio
|
Q1 2024
Reduced 69.5%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
6,015
shares
|
$256,118
0.0% of portfolio
|
Q1 2024
Added 1.64%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
6,013
shares
|
$256,033
0.0% of portfolio
|
Q3 2023
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
5,576
shares
|
$237,426
0.01% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 30, 2024 Q1 2024 |
5,244
shares
|
$223,289
0.15% of portfolio
|
Q1 2024
Added 0.69%
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
5,124
shares
|
$218,179
0.03% of portfolio
|
Q1 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
3,506
shares
|
$149,285
0.03% of portfolio
|
Q1 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
2,188
shares
|
$93,165
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
2,140
shares
|
$91,121
0.04% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,015
shares
|
$85,798
0.0% of portfolio
|
Q1 2024
Reduced 73.85%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,678
shares
|
$71,449
0.0% of portfolio
|
Q1 2020
Added 38.14%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,611
shares
|
$68,596
0.08% of portfolio
|
Q3 2022
Reduced 59.18%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
1,389
shares
|
$59,143
0.02% of portfolio
|
Q1 2024
Added 0.43%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
1,200
shares
|
$51,096
0.0% of portfolio
|
Q1 2022
Added 20.0%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
1,113
shares
|
$47,391
0.03% of portfolio
|
Q2 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
1,022
shares
|
$43,516
0.0% of portfolio
|
Q3 2023
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
1,020
shares
|
$43,431
0.02% of portfolio
|
Q4 2021
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
802
shares
|
$34,149
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
748
shares
|
$31,849
0.0% of portfolio
|
Q1 2024
Reduced 43.76%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
365
shares
|
$15,541
0.0% of portfolio
|
Q1 2024
Reduced 16.09%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
334
shares
|
$14,221
0.0% of portfolio
|
Q4 2018
Reduced 89.67%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
283
shares
|
$12,050
0.01% of portfolio
|
Q1 2024
Added 0.35%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
269
shares
|
$11,454
0.0% of portfolio
|
Q4 2023
Reduced 54.71%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
265
shares
|
$11,283
0.0% of portfolio
|
Q2 2022
New holding
|