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 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.49K+ 15.87% |
$87.3K - $95.7K
|
18.2K
$727K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.47K+ 184.49% |
$86.8K - $95.2K
|
3.82K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.39K+ 6.61% |
$83.7K - $91.7K
|
38.5K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 66.82% |
$52.2K - $57.2K
|
3.72K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 14.15% |
$39.3K - $43.1K
|
9.04K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
947+ 8.95% |
$33.2K - $36.4K
|
11.5K
$461K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
579New |
$20.3K - $22.3K
|
579
$23.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
540+ 1928.57% |
$18.9K - $20.8K
|
568
$22.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
477+ 0.76% |
$16.7K - $18.3K
|
63.3K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
464+ 36.74% |
$16.3K - $17.8K
|
1.73K
$69.1K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
274New |
$9.61K - $10.5K
|
274
$11K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
263New |
$9.23K - $10.1K
|
263
$10.5K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
204New |
$7.16K - $7.85K
|
204
$8.16K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
154New |
$5.4K - $5.92K
|
154
$6.16K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
77+ 1.27% |
$2.7K - $2.96K
|
6.12K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 31.11% |
$491 - $538
|
59
$2.36K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$316 - $346
|
9
$360
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.28% |
$246 - $269
|
2.52K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.42% |
$210 - $231
|
1.45K
$57.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.97% |
$491 - $538
|
1.43K
$57.1K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23Closed |
$807 - $885
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-103- 50.74% |
$3.61K - $3.96K
|
100
$4K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-130- 2.01% |
$4.56K - $5K
|
6.33K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-292- 1.72% |
$10.2K - $11.2K
|
16.7K
$666K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-886- 14.2% |
$31.1K - $34.1K
|
5.35K
$214K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-946- 86.0% |
$33.2K - $36.4K
|
154
$6.16K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.86K- 15.07% |
$65.1K - $71.4K
|
10.5K
$419K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.81K- 33.58% |
$98.6K - $108K
|
5.56K
$222K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 8.0% |
$155K - $169K
|
50.7K
$2.03M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.59KClosed |
$231K - $253K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.4K- 68.57% |
$2.54M - $2.78M
|
33.2K
$1.33M
|