Iams Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Iams Wealth Management’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
2025 Q2	–	Sell	-6,772	Closed	-$298K	–	188
2025 Q1	$298K	Buy	+6,772	New	+$293K	0.14%	139

Other funds holding SPEU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.79B AUM 17.94% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return

Iams Wealth Management's SPEU Position: Q2 2025 in Review

Iams Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 6,772 shares — an estimated $298K sold.

Iams Wealth Management first reported a position in SPEU in Q1 2025 and held it in 1 quarter. The position peaked at $298K in Q1 2025. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

Iams Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 6,772 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $298K.
Iams Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2025 and held it in 1 quarter.
Iams Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $298K in Q1 2025.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.