OWP
SPEU icon

Obermeyer Wealth Partners’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Obermeyer Wealth Partners’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
2021
Q2 		– Sell
-8,000
Closed -$314K – 216
2021
Q1 		$314K Buy
+8,000
New +$310K 0.02% 161

Other funds holding SPEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Obermeyer Wealth Partners's SPEU Position: Q2 2021 in Review

Obermeyer Wealth Partners sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2021, closing a stake of 8,000 shares — an estimated $314K sold.

Obermeyer Wealth Partners first reported a position in SPEU in Q1 2021 and held it in 1 quarter. The position peaked at $314K in Q1 2021. 67 funds tracked by Wall St. Rank hold SPEU as of Q2 2021.

  • Obermeyer Wealth Partners reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2021 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 8,000 State Street SPDR Portfolio Europe ETF shares in Q2 2021, an estimated $314K.
  • Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2021 and held it in 1 quarter.
  • Obermeyer Wealth Partners's State Street SPDR Portfolio Europe ETF position peaked at $314K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.