Tyler-Stone Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-1,020	Closed	-$42.6K	–	851
2024 Q2	$42.6K	Hold	1,020	–	–	0.02%	396
2024 Q1	$42.9K	Hold	1,020	–	–	0.02%	385
2023 Q4	$41.1K	Hold	1,020	–	–	0.02%	387
2023 Q3	$37K	Hold	1,020	–	–	0.02%	381
2023 Q2	$39K	Buy	+1,020	New	+$39.6K	0.02%	376
2022 Q4	$35K	Hold	1,020	–	–	0.02%	366
2022 Q3	$29K	Hold	1,020	–	–	0.02%	376
2022 Q2	$34K	Hold	1,020	–	–	0.02%	371
2022 Q1	$40K	Hold	1,020	–	–	0.02%	370
2021 Q4	$43K	Buy	+1,020	New	+$43.1K	0.02%	381

Other funds holding SPEU

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

TCFP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's SPEU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2024, closing a stake of 1,020 shares — an estimated $42.6K sold.

Tyler-Stone Wealth Management first reported a position in SPEU in Q4 2021 and held it in 10 quarters. The position peaked at $43K in Q4 2021. 71 funds tracked by Wall St. Rank hold SPEU as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,020 State Street SPDR Portfolio Europe ETF shares in Q3 2024, an estimated $42.6K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $43K in Q4 2021.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.