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Hazlett, Burt & Watson’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Hazlett, Burt & Watson’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
-263
Closed -$10K – 711
2023
Q1 		$10K Buy
+263
New +$9.82K 0.01% 453

Other funds holding SPEU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Hazlett, Burt & Watson's SPEU Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 263 shares — an estimated $10K sold.

Hazlett, Burt & Watson first reported a position in SPEU in Q1 2023 and held it in 1 quarter. The position peaked at $10K in Q1 2023. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

  • Hazlett, Burt & Watson reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 263 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $10K.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's State Street SPDR Portfolio Europe ETF position peaked at $10K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.