Tradition Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Tradition Wealth Management’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	-1,445	Closed	-$55K	–	1407
2023 Q1	$55K	Buy	1,445 +6	+0.4%	+$224	0.01%	587
2022 Q4	$50K	Buy	1,439 +6	+0.4%	+$198	0.01%	528
2022 Q3	$41K	Buy	1,433 +7	+0.5%	+$228	0.01%	562
2022 Q2	$47K	Buy	1,426 +26	+2%	+$938	0.01%	471
2022 Q1	$54K	Buy	1,400 +6	+0.4%	+$240	0.01%	501
2021 Q4	$59K	Buy	1,394 +9	+0.6%	+$380	0.01%	497
2021 Q3	$57K	Buy	1,385 +6	+0.4%	+$256	0.01%	476
2021 Q2	$58K	Buy	1,379 +16	+1%	+$673	0.01%	496
2021 Q1	$54K	Buy	1,363 +6	+0.4%	+$233	0.01%	420
2020 Q4	$51K	Buy	+1,357	New	+$47.7K	0.01%	413

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

Tradition Wealth Management's SPEU Position: Q2 2023 in Review

Tradition Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2023, closing a stake of 1,445 shares — an estimated $55K sold.

Tradition Wealth Management first reported a position in SPEU in Q4 2020 and held it in 10 quarters. The position peaked at $59K in Q4 2021. 91 funds tracked by Wall St. Rank hold SPEU as of Q2 2023.

Tradition Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,445 State Street SPDR Portfolio Europe ETF shares in Q2 2023, an estimated $55K.
Tradition Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $59K in Q4 2021.
91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.