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

Merit 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
Q4 		– Sell
-6,597
Closed -$329K – 2021
2025
Q3 		$329K Buy
6,597
+184
+3% +$9K ﹤0.01% 1391
2025
Q2 		$311K Buy
+6,413
New +$297K ﹤0.01% 1322

Other funds holding SPEU

Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Main Management ETF Advisors
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
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Merit Financial Group's SPEU Position: Q4 2025 in Review

Merit Financial Group sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q4 2025, closing a stake of 6,597 shares — an estimated $329K sold.

Merit Financial Group first reported a position in SPEU in Q2 2025 and held it in 2 quarters. The position peaked at $329K in Q3 2025. 104 funds tracked by Wall St. Rank hold SPEU as of Q4 2025.

  • Merit Financial Group reported no remaining State Street SPDR Portfolio Europe ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 6,597 State Street SPDR Portfolio Europe ETF shares in Q4 2025, an estimated $329K.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's State Street SPDR Portfolio Europe ETF position peaked at $329K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.