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Annapolis Financial Services’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$5.33K Hold
120
– – ﹤0.01% 318
2024
Q2 		$5.01K Hold
120
– – ﹤0.01% 311
2024
Q1 		$5.05K Hold
120
– – ﹤0.01% 309
2023
Q4 		$4.84K Buy
+120
New +$4.47K ﹤0.01% 395

Other funds holding SPEU

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annapolis Financial Services's SPEU Position: Q3 2024 in Review

Annapolis Financial Services held its State Street SPDR Portfolio Europe ETF (SPEU) position steady in Q3 2024 at 120 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Annapolis Financial Services first reported a position in SPEU in Q4 2023 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold SPEU as of Q3 2024.

  • Annapolis Financial Services held 120 shares of State Street SPDR Portfolio Europe ETF worth $5.33K as of Q3 2024.
  • Annapolis Financial Services left its State Street SPDR Portfolio Europe ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Europe ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #318 holding.
  • Annapolis Financial Services first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2023 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.