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

TRUADVICE’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	-20,317	Closed	-$787K	–	281
2023 Q2	$787K	Buy	20,317 +2,153	+12%	+$83.5K	0.29%	88
2023 Q1	$720K	Buy	18,164 +2,488	+16%	+$92.9K	0.29%	83
2022 Q4	$592K	Buy	+15,676	New	+$516K	0.31%	59
2022 Q1	–	Sell	-13,262	Closed	-$546K	–	137
2021 Q4	$546K	Sell	13,262 -1,209	-8%	-$51.1K	0.51%	53
2021 Q3	$631K	Sell	14,471 -1,798	-11%	-$76.6K	0.58%	45
2021 Q2	$689K	Buy	+16,269	New	+$685K	0.15%	134

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

TRUADVICE's SPEU Position: Q3 2023 in Review

TRUADVICE sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2023, closing a stake of 20,317 shares — an estimated $787K sold.

TRUADVICE first reported a position in SPEU in Q2 2021 and held it in 6 quarters. The position peaked at $787K in Q2 2023. 68 funds tracked by Wall St. Rank hold SPEU as of Q3 2023.

TRUADVICE reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 20,317 State Street SPDR Portfolio Europe ETF shares in Q3 2023, an estimated $787K.
TRUADVICE first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2021 and held it in 6 quarters.
TRUADVICE's State Street SPDR Portfolio Europe ETF position peaked at $787K in Q2 2023.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.