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

Kelly 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
2024 Q2	–	Hold	0	–	–	–	795
2024 Q1	–	Hold	0	–	–	–	798
2023 Q4	–	Hold	0	–	–	–	781
2023 Q3	–	Sell	-28,454	Closed	-$1.08M	–	762
2023 Q2	$1.1M	Buy	28,454 +6,473	+29%	+$251K	0.52%	28
2023 Q1	$836K	Buy	21,981 +7,941	+57%	+$296K	0.42%	30
2022 Q4	$487K	Buy	14,040 +9,089	+184%	+$299K	0.26%	50
2022 Q3	$143K	Buy	+4,951	New	+$161K	0.08%	88
2022 Q2	–	Sell	-1,341	Closed	-$52.1K	–	712
2022 Q1	$52.1K	Sell	1,341 -9,906	-88%	-$396K	0.02%	171
2021 Q4	$479K	Buy	11,247 +10,165	+939%	+$429K	0.22%	39
2021 Q3	$44.1K	Sell	1,082 -46,164	-98%	-$1.97M	0.02%	171
2021 Q2	$1.13M	Buy	+47,246	New	+$1.99M	0.04%	111

Other funds holding SPEU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kelly Financial Services's SPEU Position: Q2 2024 in Review

Kelly Financial Services held its State Street SPDR Portfolio Europe ETF (SPEU) position steady in Q2 2024 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Kelly Financial Services first reported a position in SPEU in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2021. 68 funds tracked by Wall St. Rank hold SPEU as of Q2 2024.

Kelly Financial Services held 0 shares of State Street SPDR Portfolio Europe ETF worth $8 as of Q2 2024.
Kelly Financial Services left its State Street SPDR Portfolio Europe ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio Europe ETF made up ﹤0.01% of Kelly Financial Services's portfolio in Q2 2024, its #795 holding.
Kelly Financial Services first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2021 and has held it in 8 quarters since.
Kelly Financial Services's State Street SPDR Portfolio Europe ETF position peaked at $1.13M in Q2 2021.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.