Williams Jones Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Williams Jones 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
2026 Q2	$220K	Hold	4,000	–	–	﹤0.01%	506
2026 Q1	$205K	Sell	4,000 -2,250	-36%	-$120K	﹤0.01%	477
2025 Q4	$326K	Sell	6,250 -11,250	-64%	-$570K	﹤0.01%	408
2025 Q3	$872K	Sell	17,500 -29,300	-63%	-$1.43M	0.01%	271
2025 Q2	$2.27M	Buy	+46,800	New	+$2.16M	0.03%	175

Other funds holding SPEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Williams Jones Wealth Management's SPEU Position: Q2 2026 in Review

Williams Jones Wealth Management held its State Street SPDR Portfolio Europe ETF (SPEU) position steady in Q2 2026 at 4,000 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Williams Jones Wealth Management first reported a position in SPEU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q2 2025. 101 funds tracked by Wall St. Rank hold SPEU as of Q2 2026.

Williams Jones Wealth Management held 4,000 shares of State Street SPDR Portfolio Europe ETF worth $220K as of Q2 2026.
Williams Jones Wealth Management left its State Street SPDR Portfolio Europe ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Europe ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #506 holding.
Williams Jones Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2025 and has held it in 5 quarters since.
Williams Jones Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $2.27M in Q2 2025.
101 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.