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Fusion Family Wealth’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Fusion Family Wealth’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
2022
Q4 		– Sell
-7,724
Closed -$315K – 43
2022
Q3 		$315K Buy
+7,724
New +$251K 0.05% 30
2022
Q1 		– Sell
-7,724
Closed -$329K – 36
2021
Q4 		$329K Hold
7,724
– – 0.05% 29
2021
Q3 		$315K Hold
7,724
– – 0.05% 30
2021
Q2 		$323K Buy
+7,724
New +$325K 0.05% 30

Other funds holding SPEU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fusion Family Wealth's SPEU Position: Q4 2022 in Review

Fusion Family Wealth sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q4 2022, closing a stake of 7,724 shares — an estimated $315K sold.

Fusion Family Wealth first reported a position in SPEU in Q2 2021 and held it in 4 quarters. The position peaked at $329K in Q4 2021. 81 funds tracked by Wall St. Rank hold SPEU as of Q4 2022.

  • Fusion Family Wealth reported no remaining State Street SPDR Portfolio Europe ETF position as of Q4 2022 after selling out during the quarter.
  • Fusion Family Wealth sold 7,724 State Street SPDR Portfolio Europe ETF shares in Q4 2022, an estimated $315K.
  • Fusion Family Wealth first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2021 and held it in 4 quarters.
  • Fusion Family Wealth's State Street SPDR Portfolio Europe ETF position peaked at $329K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2022.

Based on Fusion Family Wealth's 13F filing for Q4 2022, filed 24 Jan 2023.