CT
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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
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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return