Sargent Investment Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Sargent Investment Group’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
2026 Q2	$513K	Sell	9,340 -41	-0.4%	-$2.23K	0.06%	172
2026 Q1	$481K	Sell	9,381 -145	-2%	-$7.76K	0.06%	165
2025 Q4	$497K	Sell	9,526 -909	-9%	-$46.1K	0.06%	160
2025 Q3	$520K	Buy	10,435 +600	+6%	+$29.3K	0.07%	103
2025 Q2	$471K	Buy	9,835 +4,150	+73%	+$192K	0.06%	158
2025 Q1	$250K	Buy	+5,685	New	+$246K	0.04%	203

Other funds holding SPEU

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Sargent Investment Group's SPEU Position: Q2 2026 in Review

Sargent Investment Group reduced its State Street SPDR Portfolio Europe ETF (SPEU) stake by 0.44% in Q2 2026, selling an estimated $2.23K and leaving 9,340 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #172.

Sargent Investment Group first reported a position in SPEU in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q3 2025. 101 funds tracked by Wall St. Rank hold SPEU as of Q2 2026.

Sargent Investment Group held 9,340 shares of State Street SPDR Portfolio Europe ETF worth $513K as of Q2 2026.
Sargent Investment Group sold 41 State Street SPDR Portfolio Europe ETF shares in Q2 2026, an estimated $2.23K.
State Street SPDR Portfolio Europe ETF made up 0.06% of Sargent Investment Group's portfolio in Q2 2026, its #172 holding.
Sargent Investment Group first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2025 and has held it in 6 quarters since.
Sargent Investment Group's State Street SPDR Portfolio Europe ETF position peaked at $520K in Q3 2025.
101 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.