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First Personal Financial Services’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

First Personal Financial Services’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
-204
Closed -$7.76K – 395
2023
Q1 		$7.76K Buy
+204
New +$7.61K ﹤0.01% 337

Other funds holding SPEU

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Morgan Stanley
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Personal Financial Services's SPEU Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 204 shares — an estimated $7.76K sold.

First Personal Financial Services first reported a position in SPEU in Q1 2023 and held it in 1 quarter. The position peaked at $7.76K in Q1 2023. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

  • First Personal Financial Services reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 204 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $7.76K.
  • First Personal Financial Services first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2023 and held it in 1 quarter.
  • First Personal Financial Services's State Street SPDR Portfolio Europe ETF position peaked at $7.76K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.