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

RGT 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
2022 Q3	$6K	Buy	+200	New	+$6.51K	﹤0.01%	112
2022 Q1	–	Sell	-200	Closed	-$9K	–	304
2021 Q4	$9K	Buy	+200	New	+$8.45K	﹤0.01%	235

Other funds holding SPEU

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

APC

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RGT Wealth Advisors's SPEU Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2022: 200 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #112 among its holdings. This is a return to the name: RGT Wealth Advisors previously reported a position in SPEU as recently as Q4 2021.

RGT Wealth Advisors first reported a position in SPEU in Q4 2021 and has held it in 2 quarters since. The position peaked at $9K in Q4 2021. 64 funds tracked by Wall St. Rank hold SPEU as of Q3 2022.

RGT Wealth Advisors held 200 shares of State Street SPDR Portfolio Europe ETF worth $6K as of Q3 2022.
State Street SPDR Portfolio Europe ETF was a new RGT Wealth Advisors position in Q3 2022.
State Street SPDR Portfolio Europe ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #112 holding.
RGT Wealth Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2021 and has held it in 2 quarters since.
RGT Wealth Advisors's State Street SPDR Portfolio Europe ETF position peaked at $9K in Q4 2021.
64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.