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

Independent Solutions 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
2023 Q1	–	Sell	-6,587	Closed	-$229K	–	226
2022 Q4	$229K	Buy	+6,587	New	+$217K	0.07%	197

Other funds holding SPEU

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Independent Solutions Wealth Management's SPEU Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2023, closing a stake of 6,587 shares — an estimated $229K sold.

Independent Solutions Wealth Management first reported a position in SPEU in Q4 2022 and held it in 1 quarter. The position peaked at $229K in Q4 2022. 86 funds tracked by Wall St. Rank hold SPEU as of Q1 2023.

Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 6,587 State Street SPDR Portfolio Europe ETF shares in Q1 2023, an estimated $229K.
Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2022 and held it in 1 quarter.
Independent Solutions Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $229K in Q4 2022.
86 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.