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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.8KNew |
$623K - $683K
|
17.8K
$897K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
204New |
$7.16K - $7.85K
|
204
$10.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
579New |
$20.3K - $22.3K
|
579
$29.3K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$430 - $541
|
15
$758
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-81- 97.59% |
$2.32K - $2.92K
|
2
$101
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.2KNew |
$408K - $513K
|
14.2K
$719K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
380+ 118.75% |
$10.9K - $13.7K
|
700
$35.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-77- 70.0% |
$2.21K - $2.78K
|
33
$1.67K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.88KNew |
$53.8K - $67.7K
|
1.88K
$94.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.75KNew |
$49.6K - $61.4K
|
1.75K
$88.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
200New |
$5.68K - $7.02K
|
200
$10.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.16K- 31.69% |
$61.2K - $75.7K
|
4.65K
$235K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.34K- 59.18% |
$66.4K - $82K
|
1.61K
$81.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
735New |
$20.9K - $25.8K
|
735
$37.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.72KNew |
$219K - $271K
|
7.72K
$390K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
9+ 31.03% |
$294 - $354
|
38
$1.92K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
265New |
$8.66K - $10.4K
|
265
$13.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.65KClosed |
$119K - $143K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-900Closed |
$29.4K - $35.4K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-745- 90.08% |
$24.3K - $29.3K
|
82
$4.15K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.37KClosed |
$176K - $211K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-840Closed |
$27.5K - $33K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-940Closed |
$30.7K - $36.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-33Closed |
$1.08K - $1.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.55KClosed |
$297K - $368K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.65KClosed |
$196K - $243K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
39New |
$1.35K - $1.68K
|
39
$1.97K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.87KClosed |
$135K - $167K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-823Closed |
$28.6K - $35.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$38.7K - $47.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-164Closed |
$5.7K - $7.06K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-8.15KClosed |
$283K - $351K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5KClosed |
$174K - $216K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$35.1K - $43.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32New |
$1.11K - $1.38K
|
32
$1.62K
|
|
| Q4 2021 | |||||||
|
Oct 02, 2025
Q4 2021
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4+ 16.67% |
$163 - $175
|
28
$1.42K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.02KNew |
$41.5K - $44.6K
|
1.02K
$51.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-74.8KClosed |
$3.05M - $3.27M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.06KClosed |
$247K - $265K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500Closed |
$20.4K - $21.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
24.3KNew |
$991K - $1.06M
|
24.3K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
300New |
$12.2K - $13.1K
|
300
$15.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-65Closed |
$2.65K - $2.84K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-10.7KClosed |
$437K - $468K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
344New |
$14K - $15.1K
|
344
$17.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7Closed |
$286 - $307
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.03K+ 17.36% |
$40.9K - $44.9K
|
6.93K
$350K
|
|
|
Jul 29, 2021
Q2 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8KClosed |
$319K - $351K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.33KClosed |
$53.1K - $58.4K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-165Closed |
$6.58K - $7.24K
|
0
$0
|
|