Outlook Wealth Advisors’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Outlook Wealth Advisors’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	-8,300	Closed	-$365K	–	281
2025 Q1	$365K	Buy	+8,300	New	+$359K	0.1%	192
2023 Q3	–	Sell	-19,520	Closed	-$752K	–	213
2023 Q2	$752K	Buy	19,520 +1,386	+8%	+$53.8K	0.28%	89
2023 Q1	$690K	Buy	+18,134	New	+$677K	0.31%	83

Other funds holding SPEU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return

Outlook Wealth Advisors's SPEU Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 8,300 shares — an estimated $365K sold.

Outlook Wealth Advisors first reported a position in SPEU in Q1 2023 and held it in 3 quarters. The position peaked at $752K in Q2 2023. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

Outlook Wealth Advisors reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 8,300 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $365K.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2023 and held it in 3 quarters.
Outlook Wealth Advisors's State Street SPDR Portfolio Europe ETF position peaked at $752K in Q2 2023.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.