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Valeo Financial Advisors’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,331
Closed -$52K – 1630
2021
Q1 		$52K Buy
+1,331
New +$51.6K ﹤0.01% 857
2017
Q4 		– Sell
-20
Closed -$1K – 1427
2017
Q3 		$1K Buy
+20
New +$691 ﹤0.01% 1126

Other funds holding SPEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Valeo Financial Advisors's SPEU Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2021, closing a stake of 1,331 shares — an estimated $52K sold.

Valeo Financial Advisors first reported a position in SPEU in Q3 2017 and held it in 2 quarters. The position peaked at $52K in Q1 2021. 67 funds tracked by Wall St. Rank hold SPEU as of Q2 2021.

  • Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,331 State Street SPDR Portfolio Europe ETF shares in Q2 2021, an estimated $52K.
  • Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's State Street SPDR Portfolio Europe ETF position peaked at $52K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.