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Lee, Danner & Bass’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-307
Closed -$12.2K – 642
2024
Q4 		$12.2K Buy
+307
New +$12.8K ﹤0.01% 514

Other funds holding SPEU

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee, Danner & Bass's SPEU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2025, closing a stake of 307 shares — an estimated $12.2K sold.

Lee, Danner & Bass first reported a position in SPEU in Q4 2024 and held it in 1 quarter. The position peaked at $12.2K in Q4 2024. 121 funds tracked by Wall St. Rank hold SPEU as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 307 State Street SPDR Portfolio Europe ETF shares in Q1 2025, an estimated $12.2K.
  • Lee, Danner & Bass first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR Portfolio Europe ETF position peaked at $12.2K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.