Caldwell Trust’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Caldwell Trust’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
2026 Q2	$2.36K	Buy	43 +19	+79%	+$1.03K	﹤0.01%	763
2026 Q1	$1.23K	Hold	24	–	–	﹤0.01%	766
2025 Q4	$1.25K	Hold	24	–	–	﹤0.01%	737
2025 Q3	$1.2K	Hold	24	–	–	﹤0.01%	731
2025 Q2	$1.16K	Hold	24	–	–	﹤0.01%	727
2025 Q1	$1.06K	Sell	24 -1	-4%	-$43	﹤0.01%	735
2024 Q4	$996	Hold	25	–	–	﹤0.01%	698
2024 Q3	$1.11K	Buy	+25	New	+$1.07K	﹤0.01%	686
2022 Q2	–	Sell	-28	Closed	-$1.09K	–	758
2022 Q1	$1.09K	Hold	28	–	–	﹤0.01%	735
2021 Q4	$1.19K	Buy	+28	New	+$1.18K	﹤0.01%	733

Other funds holding SPEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Caldwell Trust's SPEU Position: Q2 2026 in Review

Caldwell Trust increased its State Street SPDR Portfolio Europe ETF (SPEU) stake by 79% in Q2 2026, buying an estimated $1.03K and bringing the position to 43 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Caldwell Trust first reported a position in SPEU in Q4 2021 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold SPEU as of Q2 2026.

Caldwell Trust held 43 shares of State Street SPDR Portfolio Europe ETF worth $2.36K as of Q2 2026.
Caldwell Trust bought 19 State Street SPDR Portfolio Europe ETF shares in Q2 2026, an estimated $1.03K.
State Street SPDR Portfolio Europe ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #763 holding.
Caldwell Trust first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2021 and has held it in 10 quarters since.
102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.