BBJS Financial Advisors’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

BBJS Financial Advisors’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	$342K	Sell	7,690 -251	-3%	-$10.8K	0.12%	37
2024 Q2	$332K	Sell	7,941 -278	-3%	-$11.8K	0.12%	34
2024 Q1	$346K	Sell	8,219 -378	-4%	-$15.3K	0.12%	38
2023 Q4	$347K	Buy	8,597 +20	+0.2%	+$746	0.12%	40
2023 Q3	$310K	Sell	8,577 -1,477	-15%	-$56.1K	0.12%	44
2023 Q2	$387K	Sell	10,054 -407	-4%	-$15.8K	0.16%	44
2023 Q1	$398K	Sell	10,461 -1,856	-15%	-$69.3K	0.16%	45
2022 Q4	$427K	Buy	+12,317	New	+$406K	0.19%	48

Other funds holding SPEU

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBJS Financial Advisors's SPEU Position: Q3 2024 in Review

BBJS Financial Advisors reduced its State Street SPDR Portfolio Europe ETF (SPEU) stake by 3.2% in Q3 2024, selling an estimated $10.8K and leaving 7,690 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #37.

BBJS Financial Advisors first reported a position in SPEU in Q4 2022 and has held it in 8 quarters since. The position peaked at $427K in Q4 2022. 71 funds tracked by Wall St. Rank hold SPEU as of Q3 2024.

BBJS Financial Advisors held 7,690 shares of State Street SPDR Portfolio Europe ETF worth $342K as of Q3 2024.
BBJS Financial Advisors sold 251 State Street SPDR Portfolio Europe ETF shares in Q3 2024, an estimated $10.8K.
State Street SPDR Portfolio Europe ETF made up 0.12% of BBJS Financial Advisors's portfolio in Q3 2024, its #37 holding.
BBJS Financial Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's State Street SPDR Portfolio Europe ETF position peaked at $427K in Q4 2022.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.