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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		– Sell
-39
Closed -$1K – 455
2022
Q2 		$1K Hold
39
– – ﹤0.01% 539
2022
Q1 		$2K Buy
+39
New +$1.56K ﹤0.01% 542

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AssetMark Inc
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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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SPEU Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2022, closing a stake of 39 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPEU in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 64 funds tracked by Wall St. Rank hold SPEU as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 39 State Street SPDR Portfolio Europe ETF shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Portfolio Europe ETF position peaked at $2K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.