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Richardson Financial Services’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Richardson Financial Services’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
-14,838
Closed -$653K – 637
2025
Q1 		$653K Buy
+14,838
New +$641K 0.5% 51

Other funds holding SPEU

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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
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
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Richardson Financial Services's SPEU Position: Q2 2025 in Review

Richardson Financial Services sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 14,838 shares — an estimated $653K sold.

Richardson Financial Services first reported a position in SPEU in Q1 2025 and held it in 1 quarter. The position peaked at $653K in Q1 2025. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

  • Richardson Financial Services reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
  • Richardson Financial Services sold 14,838 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $653K.
  • Richardson Financial Services first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2025 and held it in 1 quarter.
  • Richardson Financial Services's State Street SPDR Portfolio Europe ETF position peaked at $653K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.