Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
219KNew |
$8.85M - $9.7M
|
219K
$8.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197K+ 2949.95% |
$7.93M - $8.7M
|
203K
$8.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.7K+ 36.22% |
$1.6M - $1.76M
|
149K
$5.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 11.32% |
$1.02M - $1.12M
|
248K
$9.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18KNew |
$725K - $795K
|
18K
$719K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8K+ 73.21% |
$515K - $564K
|
30.2K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.54K+ 58.15% |
$344K - $378K
|
23.2K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.08KNew |
$326K - $357K
|
8.08K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$237K - $260K
|
5.87K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.13KNew |
$207K - $227K
|
5.13K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 68.52% |
$192K - $210K
|
11.7K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.76KNew |
$192K - $210K
|
4.76K
$190K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.11KNew |
$44.9K - $49.2K
|
1.11K
$44.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.09K+ 0.51% |
$43.9K - $48.1K
|
214K
$8.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.05KNew |
$42.4K - $46.5K
|
1.05K
$42K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
960New |
$38.7K - $42.5K
|
960
$38.4K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
561New |
$22.6K - $24.8K
|
561
$22.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
423+ 0.6% |
$17.1K - $18.7K
|
71.3K
$2.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
335+ 0.35% |
$13.5K - $14.8K
|
95.4K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250New |
$10.1K - $11.1K
|
250
$10K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
141+ 1.87% |
$5.69K - $6.24K
|
7.7K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 3.2% |
$2.82K - $3.1K
|
2.26K
$90.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26+ 1.87% |
$1.05K - $1.15K
|
1.42K
$56.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
13+ 1.62% |
$525 - $575
|
815
$32.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.1% |
$242 - $265
|
6.02K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.77% |
$202 - $221
|
288
$11.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.15% |
$40.4 - $44.2
|
88
$3.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.85% |
$40.4 - $44.2
|
55
$2.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 3.13% |
$282 - $310
|
217
$8.68K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 55.0% |
$444 - $487
|
9
$360
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 92.0% |
$928 - $1.02K
|
2
$80
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40- 0.72% |
$1.61K - $1.77K
|
5.54K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-49- 22.48% |
$1.98K - $2.17K
|
169
$6.76K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-64- 1.06% |
$2.58K - $2.83K
|
5.95K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 10.83% |
$3.27K - $3.58K
|
667
$26.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-121- 1.59% |
$4.88K - $5.35K
|
7.49K
$300K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-278- 3.38% |
$11.2K - $12.3K
|
7.94K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-400- 4.74% |
$16.1K - $17.7K
|
8.05K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-412- 3.16% |
$16.6K - $18.2K
|
12.6K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-517- 1.77% |
$20.9K - $22.9K
|
28.6K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-834- 23.79% |
$33.7K - $36.9K
|
2.67K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-904- 3.57% |
$36.5K - $40K
|
24.4K
$978K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.5KClosed |
$60.5K - $66.4K
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.69K- 83.67% |
$68K - $74.6K
|
329
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.31K- 1.48% |
$174K - $191K
|
287K
$11.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 1.63% |
$612K - $671K
|
913K
$36.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 1.63% |
$612K - $671K
|
913K
$36.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-91.7K- 88.19% |
$3.7M - $4.06M
|
12.3K
$492K
|