Coastwise Capital Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Coastwise Capital Group’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	-16,654	Closed	-$633K	–	114
2023 Q1	$633K	Sell	16,654 -292	-2%	-$10.9K	0.72%	38
2022 Q4	$588K	Buy	16,946 +950	+6%	+$31.3K	0.7%	36
2022 Q3	$461K	Sell	15,996 -840	-5%	-$27.3K	0.73%	43
2022 Q2	$553K	Buy	16,836 +213	+1%	+$7.69K	0.67%	43
2022 Q1	$646K	Buy	+16,623	New	+$665K	0.8%	35

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 $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $2.04B AUM 26.26% 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

Coastwise Capital Group's SPEU Position: Q2 2023 in Review

Coastwise Capital Group sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 16,654 shares — an estimated $633K sold.

Coastwise Capital Group first reported a position in SPEU in Q1 2022 and held it in 5 quarters. The position peaked at $646K in Q1 2022. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

Coastwise Capital Group reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
Coastwise Capital Group sold 16,654 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $633K.
Coastwise Capital Group first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2022 and held it in 5 quarters.
Coastwise Capital Group's State Street SPDR Portfolio Europe ETF position peaked at $646K in Q1 2022.
91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on Coastwise Capital Group's 13F filing for Q2 2023, filed 10 Aug 2023.