Axxcess Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Axxcess Wealth Management’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
2025 Q2	–	Sell	-22,519	Closed	-$991K	–	924
2025 Q1	$991K	Buy	+22,519	New	+$973K	0.03%	398
2023 Q3	–	Sell	-58,392	Closed	-$2.25M	–	837
2023 Q2	$2.25M	Buy	58,392 +15,495	+36%	+$601K	0.16%	121
2023 Q1	$1.63M	Buy	42,897 +12,077	+39%	+$451K	0.12%	163
2022 Q4	$1.07M	Buy	+30,820	New	+$1.02M	0.09%	213
2022 Q1	–	Sell	-18,598	Closed	-$792K	–	698
2021 Q4	$792K	Buy	+18,598	New	+$785K	0.06%	258

Other funds holding SPEU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return

Axxcess Wealth Management's SPEU Position: Q2 2025 in Review

Axxcess Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 22,519 shares — an estimated $991K sold.

Axxcess Wealth Management first reported a position in SPEU in Q4 2021 and held it in 5 quarters. The position peaked at $2.25M in Q2 2023. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

Axxcess Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
Axxcess Wealth Management sold 22,519 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $991K.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2021 and held it in 5 quarters.
Axxcess Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $2.25M in Q2 2023.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.