Latest Institutional Transactions on Spdr Index Shs Fds Spdr Portfo (SPEU)
This table provides information on the latest institutional transactions involving Spdr Index Shs Fds Spdr Portfo (SPEU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-100- 8.33% |
$4.06K - $4.48K
|
1.1K
$55.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
110KNew |
$4.48M - $4.95M
|
110K
$5.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.6% |
$4.35K - $4.8K
|
17.9K
$903K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.03% |
$488 - $538
|
34.4K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-251- 3.16% |
$10.2K - $11.3K
|
7.69K
$389K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.5KClosed |
$60.5K - $66.4K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.76KNew |
$192K - $210K
|
4.76K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 92.0% |
$928 - $1.02K
|
2
$101
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 55.0% |
$444 - $487
|
9
$455
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-834- 23.79% |
$33.7K - $36.9K
|
2.67K
$135K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.11KNew |
$44.9K - $49.2K
|
1.11K
$56.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-228- 0.46% |
$8.83K - $9.64K
|
49.1K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.51K+ 3.5% |
$330K - $360K
|
252K
$12.7M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.65K- 34.96% |
$229K - $270K
|
12.4K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
120New |
$4.13K - $4.87K
|
120
$6.07K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-47.6K- 81.49% |
$1.64M - $1.93M
|
10.8K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
25.1KNew |
$865K - $1.02M
|
25.1K
$1.27M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 1.62% |
$714 - $793
|
1.22K
$61.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.92K- 41.09% |
$140K - $156K
|
5.63K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300New |
$10.7K - $11.9K
|
300
$15.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.02KNew |
$36.5K - $40.5K
|
1.02K
$51.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$536 - $595
|
15
$758
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219Closed |
$7.82K - $8.68K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8KNew |
$528K - $586K
|
14.8K
$747K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.37% |
$71.4 - $79.3
|
539
$27.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-951- 6.06% |
$34K - $37.7K
|
14.8K
$746K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
114KNew |
$4.3M - $4.54M
|
114K
$5.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.6K+ 34.84% |
$97.8K - $103K
|
10.1K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.56K- 3.92% |
$134K - $141K
|
87.3K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.78K+ 15.08% |
$67K - $70.8K
|
13.6K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.15K+ 11.85% |
$80.9K - $85.6K
|
20.3K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463New |
$17.4K - $18.4K
|
463
$23.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45New |
$1.69K - $1.79K
|
45
$2.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.65KNew |
$363K - $384K
|
9.65K
$488K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.67K+ 16.47% |
$175K - $186K
|
33K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
695New |
$26.1K - $27.6K
|
695
$35.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.41KNew |
$203K - $215K
|
5.41K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.14KNew |
$42.7K - $45.1K
|
1.14K
$57.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.35KNew |
$88.1K - $93.2K
|
2.35K
$119K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
24.4KNew |
$917K - $970K
|
24.4K
$1.23M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.59KClosed |
$231K - $253K
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.81K- 33.58% |
$98.6K - $108K
|
5.56K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
10.7KNew |
$376K - $412K
|
10.7K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.97% |
$491 - $538
|
1.43K
$72.1K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.42% |
$210 - $231
|
1.45K
$73K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-292- 1.72% |
$10.2K - $11.2K
|
16.7K
$842K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-103- 50.74% |
$3.61K - $3.96K
|
100
$5.06K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
30.9K+ 29.2% |
$1.08M - $1.19M
|
137K
$6.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
263New |
$9.23K - $10.1K
|
263
$13.3K
|
|