Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-7.04KClosed |
$287K - $309K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.3K- 55.39% |
$339K - $364K
|
6.69K
$268K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8.44K- 82.43% |
$344K - $370K
|
1.8K
$72K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8.52K- 61.09% |
$348K - $374K
|
5.43K
$217K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.61K- 55.61% |
$392K - $421K
|
7.67K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.6K- 59.66% |
$430K - $463K
|
7.13K
$285K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-20.9K- 55.43% |
$851K - $915K
|
16.8K
$672K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.5K- 49.88% |
$999K - $1.07M
|
24.6K
$985K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 70.1% |
$1.28M - $1.38M
|
13.4K
$537K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-46.2K- 97.71% |
$1.88M - $2.02M
|
1.08K
$43.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-46.3KClosed |
$1.89M - $2.03M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-76.6K- 63.2% |
$3.12M - $3.36M
|
44.6K
$1.78M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-90.1K- 90.05% |
$3.67M - $3.95M
|
9.95K
$398K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-103K- 58.11% |
$4.22M - $4.54M
|
74.6K
$2.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-432K- 58.37% |
$17.6M - $18.9M
|
308K
$12.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-533KClosed |
$21.7M - $23.4M
|
0
$0
|