Purchases and Sales Made in Q1 2023 in Spdr Index Shs Fds Spdr Portfo (SPEU)
This table provides information about the institutional ownership of Spdr Index Shs Fds Spdr Portfo (SPEU) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS SPDR PORTFO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 48.0% |
$8.34M - $9.14M
|
733K
$29.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
220K+ 112.07% |
$7.73M - $8.48M
|
417K
$16.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
198KNew |
$6.94M - $7.61M
|
198K
$7.92M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
139K+ 618.24% |
$4.86M - $5.33M
|
161K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 13.17% |
$3.8M - $4.16M
|
930K
$37.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
105KNew |
$3.68M - $4.03M
|
105K
$4.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
90.8KNew |
$3.19M - $3.49M
|
90.8K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
84.7K+ 129.64% |
$2.97M - $3.26M
|
150K
$6.01M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
79KNew |
$2.77M - $3.04M
|
79K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.9K+ 73.82% |
$2.21M - $2.42M
|
148K
$5.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
55.2K+ 112.82% |
$1.94M - $2.12M
|
104K
$4.17M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
54.6K+ 47.41% |
$1.92M - $2.1M
|
170K
$6.8M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
54.6K+ 47.41% |
$1.92M - $2.1M
|
170K
$6.8M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
53.6K+ 7.31% |
$1.88M - $2.06M
|
787K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.4KNew |
$1.73M - $1.9M
|
49.4K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.1K+ 857.63% |
$1.27M - $1.39M
|
40.4K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
30.9K+ 29.2% |
$1.08M - $1.19M
|
137K
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.2KNew |
$990K - $1.09M
|
28.2K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
27.2KNew |
$953K - $1.05M
|
27.2K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 41.84% |
$783K - $859K
|
75.7K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.3K+ 55.81% |
$712K - $780K
|
56.6K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20K+ 59.7% |
$702K - $770K
|
53.5K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
18.7K+ 81.98% |
$657K - $721K
|
41.6K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18.1KNew |
$636K - $697K
|
18.1K
$726K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.8KNew |
$623K - $683K
|
17.8K
$710K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13.8K+ 57.86% |
$483K - $529K
|
37.5K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.1K+ 39.19% |
$424K - $464K
|
42.9K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
10.7KNew |
$376K - $412K
|
10.7K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$317K - $348K
|
9.05K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.04KNew |
$282K - $309K
|
8.04K
$322K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.94K+ 56.56% |
$279K - $305K
|
22K
$880K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.47KNew |
$262K - $287K
|
7.47K
$299K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.09K+ 78.41% |
$249K - $273K
|
16.1K
$646K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.42KNew |
$225K - $247K
|
6.42K
$257K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.42KNew |
$225K - $247K
|
6.42K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.18K+ 27.29% |
$217K - $238K
|
28.8K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.95KNew |
$209K - $229K
|
5.95K
$238K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.91K+ 298.59% |
$207K - $227K
|
7.89K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$195K - $214K
|
5.56K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.33KNew |
$187K - $205K
|
5.33K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.89K+ 65.51% |
$172K - $188K
|
12.4K
$495K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.53K+ 23.12% |
$159K - $174K
|
24.1K
$965K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.42K+ 2.05% |
$155K - $170K
|
220K
$8.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 38918.18% |
$150K - $165K
|
4.29K
$172K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.22K+ 17.48% |
$148K - $162K
|
28.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.88K+ 1.41% |
$136K - $149K
|
278K
$11.1M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 26.86% |
$127K - $139K
|
17.1K
$683K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.75K+ 36.0% |
$96.6K - $106K
|
10.4K
$416K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.68K+ 39.92% |
$94K - $103K
|
9.4K
$376K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.66K+ 28.99% |
$93.1K - $102K
|
11.8K
$473K
|