Strategic Investment Advisors’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Strategic Investment 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
2023 Q3	–	Sell	-13,596	Closed	-$524K	–	247
2023 Q2	$524K	Buy	13,596 +1,782	+15%	+$69.1K	0.07%	134
2023 Q1	$449K	Buy	11,814 +2,655	+29%	+$99.1K	0.08%	170
2022 Q4	$318K	Buy	+9,159	New	+$302K	0.07%	184
2022 Q1	–	Sell	-15,960	Closed	-$680K	–	204
2021 Q4	$680K	Buy	15,960 +10,534	+194%	+$445K	0.13%	141
2021 Q3	$221K	Sell	5,426 -8,520	-61%	-$363K	0.05%	177
2021 Q2	$584K	Buy	+13,946	New	+$587K	0.13%	150
2020 Q1	–	Sell	-6,825	Closed	-$249K	–	161
2019 Q4	$249K	Buy	+6,825	New	+$237K	0.1%	149

Other funds holding SPEU

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

Jane Street New York $777B AUM 61.18% 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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FTUS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Strategic Investment Advisors's SPEU Position: Q3 2023 in Review

Strategic Investment Advisors sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2023, closing a stake of 13,596 shares — an estimated $524K sold.

Strategic Investment Advisors first reported a position in SPEU in Q4 2019 and held it in 7 quarters. The position peaked at $680K in Q4 2021. 68 funds tracked by Wall St. Rank hold SPEU as of Q3 2023.

Strategic Investment Advisors reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2023 after selling out during the quarter.
Strategic Investment Advisors sold 13,596 State Street SPDR Portfolio Europe ETF shares in Q3 2023, an estimated $524K.
Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2019 and held it in 7 quarters.
Strategic Investment Advisors's State Street SPDR Portfolio Europe ETF position peaked at $680K in Q4 2021.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2023.

Based on Strategic Investment Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.