Purchases and Sales Made in Q3 2022 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 2022. 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, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
317K+ 46091.12% |
$9M - $11.1M
|
317K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 77.31% |
$3.43M - $4.24M
|
277K
$11.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
105KNew |
$3M - $3.7M
|
105K
$4.22M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
52.9K+ 13702.07% |
$1.5M - $1.86M
|
53.3K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 1901.82% |
$862K - $1.07M
|
31.9K
$1.28M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
28.3KNew |
$803K - $993K
|
28.3K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 2.67% |
$634K - $784K
|
859K
$34.4M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$549K - $678K
|
19.3K
$773K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.1KNew |
$402K - $496K
|
14.1K
$566K
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
13.5KNew |
$384K - $474K
|
13.5K
$540K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11.1KNew |
$316K - $391K
|
11.1K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$303K - $375K
|
10.7K
$427K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10KNew |
$284K - $352K
|
10K
$401K
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.72KNew |
$219K - $271K
|
7.72K
$309K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.71K+ 12.47% |
$191K - $236K
|
60.6K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.27K+ 2.41% |
$178K - $220K
|
267K
$10.7M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.04K+ 66.8% |
$172K - $212K
|
15.1K
$604K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.67K+ 13.74% |
$161K - $199K
|
47K
$1.88M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.95KNew |
$141K - $174K
|
4.95K
$198K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.76KNew |
$107K - $132K
|
3.76K
$150K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.75KNew |
$49.6K - $61.4K
|
1.75K
$69.9K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.68KNew |
$47.7K - $58.9K
|
1.68K
$67.2K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1K+ 15.87% |
$28.4K - $35.1K
|
7.3K
$292K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
991New |
$28.2K - $34.8K
|
991
$39.7K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
871+ 8.09% |
$24.7K - $30.6K
|
11.6K
$466K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
735New |
$20.9K - $25.8K
|
735
$29.4K
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
320New |
$9.09K - $11.2K
|
320
$12.8K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
252+ 3.27% |
$7.16K - $8.85K
|
7.97K
$319K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
200New |
$5.68K - $7.02K
|
200
$8K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
110New |
$3.13K - $3.86K
|
110
$4.4K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
92+ 30.67% |
$2.61K - $3.23K
|
392
$15.7K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
81+ 4050.0% |
$2.3K - $2.84K
|
83
$3.32K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
67New |
$1.9K - $2.35K
|
67
$2.68K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$653 - $808
|
23
$920
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$199 - $246
|
7
$280
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.49% |
$199 - $246
|
1.43K
$57.3K
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.53% |
$199 - $246
|
1.34K
$53.5K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 4.37% |
$938 - $1.16K
|
722
$28.9K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-71- 0.2% |
$2.02K - $2.49K
|
35.3K
$1.41M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136Closed |
$3.86K - $4.78K
|
0
$0
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-431- 28.36% |
$12.2K - $15.1K
|
1.09K
$43.6K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-606- 2.17% |
$17.2K - $21.3K
|
27.3K
$1.09M
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-840- 4.99% |
$23.9K - $29.5K
|
16K
$640K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-900- 9.49% |
$25.6K - $31.6K
|
8.58K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.4K- 12.26% |
$39.8K - $49.2K
|
10K
$402K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.16K- 31.69% |
$61.2K - $75.7K
|
4.65K
$186K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.34K- 59.18% |
$66.4K - $82K
|
1.61K
$64.5K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.38K- 10.68% |
$67.6K - $83.5K
|
19.9K
$796K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.93K- 28.2% |
$140K - $173K
|
12.5K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.73K- 27.48% |
$191K - $236K
|
17.8K
$711K
|