Advisor Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Advisor Group’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$27K	Buy	746 +448	+150%	+$15.5K	﹤0.01%	3808
2019 Q3	$10K	Buy	298 +23	+8%	+$765	﹤0.01%	4356
2019 Q2	$9K	Sell	275 -11	-4%	-$370	﹤0.01%	4435
2019 Q1	$9K	Hold	286	–	–	﹤0.01%	4427
2018 Q4	$9K	Hold	286	–	–	﹤0.01%	4270
2018 Q3	$10K	Hold	286	–	–	﹤0.01%	4284
2018 Q2	$10K	Hold	286	–	–	﹤0.01%	4079
2018 Q1	$10K	Sell	286 -1,103	-79%	-$39.6K	﹤0.01%	4087
2017 Q4	$50K	Buy	1,389 +155	+13%	+$5.51K	﹤0.01%	3089
2017 Q3	$44K	Buy	1,234 +418	+51%	+$14.4K	﹤0.01%	3040
2017 Q2	$28K	Buy	816 +650	+392%	+$21.9K	﹤0.01%	3267
2017 Q1	$5K	Hold	166	–	–	﹤0.01%	4124
2016 Q4	$5K	Hold	166	–	–	﹤0.01%	3949
2016 Q3	$5K	Hold	166	–	–	﹤0.01%	3902
2016 Q2	$4K	Buy	+166	New	+$5.06K	﹤0.01%	3892

Other funds holding SPEU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisor Group's SPEU Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio Europe ETF (SPEU) stake by 150% in Q4 2019, buying an estimated $15.5K and bringing the position to 746 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3808.

Advisor Group first reported a position in SPEU in Q2 2016 and has held it in 15 quarters since. The position peaked at $50K in Q4 2017. 66 funds tracked by Wall St. Rank hold SPEU as of Q4 2019.

Advisor Group held 746 shares of State Street SPDR Portfolio Europe ETF worth $27K as of Q4 2019.
Advisor Group bought 448 State Street SPDR Portfolio Europe ETF shares in Q4 2019, an estimated $15.5K.
State Street SPDR Portfolio Europe ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3808 holding.
Advisor Group first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR Portfolio Europe ETF position peaked at $50K in Q4 2017.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.