Pacific Sage Partners’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Pacific Sage 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
2023 Q2	–	Sell	-136,689	Closed	-$5.2M	–	94
2023 Q1	$5.2M	Buy	136,689 +30,896	+29%	+$1.15M	1.67%	10
2022 Q4	$3.67M	Buy	+105,793	New	+$3.48M	1.22%	15

Other funds holding SPEU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Sage Partners's SPEU Position: Q2 2023 in Review

Pacific Sage Partners sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 136,689 shares — an estimated $5.2M sold.

Pacific Sage Partners first reported a position in SPEU in Q4 2022 and held it in 2 quarters. The position peaked at $5.2M in Q1 2023. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

Pacific Sage Partners reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
Pacific Sage Partners sold 136,689 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $5.2M.
Pacific Sage Partners first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2022 and held it in 2 quarters.
Pacific Sage Partners's State Street SPDR Portfolio Europe ETF position peaked at $5.2M in Q1 2023.
91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on Pacific Sage Partners's 13F filing for Q2 2023, filed 20 Jul 2023.