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Lockerman Financial Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Lockerman Financial Group’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
-9,316
Closed -$410K – 131
2025
Q1 		$410K Buy
+9,316
New +$403K 0.62% 49

Other funds holding SPEU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Lockerman Financial Group's SPEU Position: Q2 2025 in Review

Lockerman Financial Group sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 9,316 shares — an estimated $410K sold.

Lockerman Financial Group first reported a position in SPEU in Q1 2025 and held it in 1 quarter. The position peaked at $410K in Q1 2025. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

  • Lockerman Financial Group reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 9,316 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $410K.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2025 and held it in 1 quarter.
  • Lockerman Financial Group's State Street SPDR Portfolio Europe ETF position peaked at $410K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.