Cornerstone Planning Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Cornerstone Planning 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
2026 Q1	–	Sell	-2,262	Closed	-$124K	–	1906
2025 Q4	$124K	Buy	+2,262	New	+$115K	0.02%	187

Other funds holding SPEU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Cornerstone Planning Group's SPEU Position: Q1 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2026, closing a stake of 2,262 shares — an estimated $124K sold.

Cornerstone Planning Group first reported a position in SPEU in Q4 2025 and held it in 1 quarter. The position peaked at $124K in Q4 2025. 103 funds tracked by Wall St. Rank hold SPEU as of Q1 2026.

Cornerstone Planning Group reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 2,262 State Street SPDR Portfolio Europe ETF shares in Q1 2026, an estimated $124K.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2025 and held it in 1 quarter.
Cornerstone Planning Group's State Street SPDR Portfolio Europe ETF position peaked at $124K in Q4 2025.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.