Belpointe Asset Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,426	Closed	-$54.2K	–	2972
2023 Q1	$54.2K	Sell	1,426 -14	-1%	-$523	﹤0.01%	1656
2022 Q4	$50K	Buy	+1,440	New	+$47.4K	﹤0.01%	1613

Other funds holding SPEU

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

APC

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

Belpointe Asset Management's SPEU Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 1,426 shares — an estimated $54.2K sold.

Belpointe Asset Management first reported a position in SPEU in Q4 2022 and held it in 2 quarters. The position peaked at $54.2K in Q1 2023. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,426 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $54.2K.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's State Street SPDR Portfolio Europe ETF position peaked at $54.2K in Q1 2023.
91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.