Simplicity Solutions’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Simplicity Solutions’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	-17,751	Closed	-$675K	–	1207
2023 Q1	$675K	Buy	+17,751	New	+$663K	0.02%	602
2021 Q4	–	Sell	-24,605	Closed	-$1M	–	598
2021 Q3	$1M	Sell	24,605 -24,486	-50%	-$1.04M	0.15%	147
2021 Q2	$2.05M	Buy	+49,091	New	+$2.07M	0.41%	45

Other funds holding SPEU

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 $3.05B AUM 23.96% 1-Year Est. Return

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

Simplicity Solutions's SPEU Position: Q2 2023 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 17,751 shares — an estimated $675K sold.

Simplicity Solutions first reported a position in SPEU in Q2 2021 and held it in 3 quarters. The position peaked at $2.05M in Q2 2021. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

Simplicity Solutions reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 17,751 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $675K.
Simplicity Solutions first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2021 and held it in 3 quarters.
Simplicity Solutions's State Street SPDR Portfolio Europe ETF position peaked at $2.05M in Q2 2021.
91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.