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

Walkner Condon 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
2024 Q1	–	Sell	-10,823	Closed	-$436K	–	275
2023 Q4	$436K	Sell	10,823 -47,648	-81%	-$1.78M	0.1%	162
2023 Q3	$2.11M	Sell	58,471 -1,748	-3%	-$66.4K	0.56%	48
2023 Q2	$2.32M	Sell	60,219 -3,107	-5%	-$121K	0.61%	40
2023 Q1	$2.41M	Buy	63,326 +477	+0.8%	+$17.8K	0.68%	36
2022 Q4	$2.18M	Buy	62,849 +2,292	+4%	+$75.5K	0.65%	37
2022 Q3	$1.74M	Buy	60,557 +6,714	+12%	+$219K	0.56%	41
2022 Q2	$1.77M	Buy	53,843 +443	+0.8%	+$16K	0.55%	44
2022 Q1	$2.08M	Buy	+53,400	New	+$2.14M	0.59%	41
2021 Q3	–	Sell	-46,267	Closed	-$1.94M	–	170
2021 Q2	$1.94M	Buy	+46,267	New	+$1.95M	0.71%	36
2020 Q2	–	Sell	-14,260	Closed	-$384K	–	67
2020 Q1	$384K	Buy	14,260 +3,122	+28%	+$103K	0.41%	34
2019 Q4	$406K	Buy	+11,138	New	+$386K	0.39%	41

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

FTUS

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

CMA

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Walkner Condon Financial Advisors's SPEU Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2024, closing a stake of 10,823 shares — an estimated $436K sold.

Walkner Condon Financial Advisors first reported a position in SPEU in Q4 2019 and held it in 11 quarters. The position peaked at $2.41M in Q1 2023. 66 funds tracked by Wall St. Rank hold SPEU as of Q1 2024.

Walkner Condon Financial Advisors reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 10,823 State Street SPDR Portfolio Europe ETF shares in Q1 2024, an estimated $436K.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2019 and held it in 11 quarters.
Walkner Condon Financial Advisors's State Street SPDR Portfolio Europe ETF position peaked at $2.41M in Q1 2023.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.