VisionPoint Advisory Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-1,217	Closed	-$43.9K	–	871
2023 Q3	$43.9K	Sell	1,217 -20	-2%	-$760	0.02%	255
2023 Q2	$47.6K	Buy	+1,237	New	+$48K	0.02%	213

Other funds holding SPEU

Morgan Stanley New York $1.66T AUM 25.57% 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

FTUS

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

CMA

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

VisionPoint Advisory Group's SPEU Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q4 2023, closing a stake of 1,217 shares — an estimated $43.9K sold.

VisionPoint Advisory Group first reported a position in SPEU in Q2 2023 and held it in 2 quarters. The position peaked at $47.6K in Q2 2023. 68 funds tracked by Wall St. Rank hold SPEU as of Q4 2023.

VisionPoint Advisory Group reported no remaining State Street SPDR Portfolio Europe ETF position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 1,217 State Street SPDR Portfolio Europe ETF shares in Q4 2023, an estimated $43.9K.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2023 and held it in 2 quarters.
VisionPoint Advisory Group's State Street SPDR Portfolio Europe ETF position peaked at $47.6K in Q2 2023.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.