Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
820+ 1.04% |
$30.8K - $32.6K
|
79.8K
$3.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
695New |
$26.1K - $27.6K
|
695
$27.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
663+ 1.72% |
$24.9K - $26.3K
|
39.2K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
537New |
$20.2K - $21.3K
|
537
$21.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
515+ 5.48% |
$19.4K - $20.5K
|
9.91K
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
506+ 5.6% |
$19K - $20.1K
|
9.55K
$382K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
500+ 8.47% |
$18.8K - $19.9K
|
6.4K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463New |
$17.4K - $18.4K
|
463
$18.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
300+ 222.22% |
$11.3K - $11.9K
|
435
$17.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
219New |
$8.23K - $8.7K
|
219
$8.76K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
183+ 3.08% |
$6.88K - $7.27K
|
6.13K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
155+ 0.64% |
$5.82K - $6.16K
|
24.3K
$972K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 12.15% |
$2.59K - $2.74K
|
637
$25.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
54New |
$2.03K - $2.15K
|
54
$2.16K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45New |
$1.69K - $1.79K
|
45
$1.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
41+ 1.63% |
$1.54K - $1.63K
|
2.56K
$102K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26+ 0.42% |
$977 - $1.03K
|
6.14K
$246K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 122.22% |
$413 - $437
|
20
$800
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 18.64% |
$413 - $437
|
70
$2.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.82% |
$188 - $199
|
279
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-36- 0.13% |
$1.35K - $1.43K
|
27.1K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-111- 2.91% |
$4.17K - $4.41K
|
3.7K
$148K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-213- 3.37% |
$8K - $8.46K
|
6.11K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-390- 3.38% |
$14.7K - $15.5K
|
11.1K
$446K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-407- 3.89% |
$15.3K - $16.2K
|
10.1K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.11K- 4.91% |
$117K - $123K
|
60.2K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.56K- 3.92% |
$134K - $141K
|
87.3K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 27.47% |
$523K - $553K
|
36.7K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 47.52% |
$593K - $627K
|
17.4K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.3K- 56.42% |
$611K - $647K
|
12.6K
$503K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.1K- 50.73% |
$942K - $996K
|
24.3K
$974K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-104K- 64.66% |
$3.91M - $4.14M
|
56.9K
$2.28M
|