Balboa Wealth Partners’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Balboa Wealth Partners’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	-8,702	Closed	-$383K	–	405
2025 Q1	$383K	Buy	+8,702	New	+$376K	0.09%	158
2023 Q3	–	Sell	-15,457	Closed	-$595K	–	321
2023 Q2	$595K	Buy	15,457 +5,052	+49%	+$196K	0.21%	91
2023 Q1	$396K	Buy	10,405 +2,754	+36%	+$103K	0.15%	133
2022 Q4	$265K	Buy	+7,651	New	+$252K	0.12%	172

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

Balboa Wealth Partners's SPEU Position: Q2 2025 in Review

Balboa Wealth Partners sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 8,702 shares — an estimated $383K sold.

Balboa Wealth Partners first reported a position in SPEU in Q4 2022 and held it in 4 quarters. The position peaked at $595K in Q2 2023. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

Balboa Wealth Partners reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 8,702 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $383K.
Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2022 and held it in 4 quarters.
Balboa Wealth Partners's State Street SPDR Portfolio Europe ETF position peaked at $595K in Q2 2023.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.