WFAG
SPEU icon

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

Worth Financial 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
2026
Q1 		– Sell
-4,180
Closed -$218K – 164
2025
Q4 		$218K Sell
4,180
-457
-10% -$23.2K 0.11% 171
2025
Q3 		$231K Sell
4,637
-4
-0.1% -$196 0.13% 137
2025
Q2 		$225K Buy
+4,641
New +$215K 0.14% 137
2024
Q2 		– Sell
-5,244
Closed -$221K – 158
2024
Q1 		$221K Buy
5,244
+36
+0.7% +$1.46K 0.15% 127
2023
Q4 		$210K Sell
5,208
-2,308
-31% -$86.1K 0.17% 123
2023
Q3 		$271K Buy
7,516
+1,382
+23% +$52.5K 0.24% 97
2023
Q2 		$236K Buy
6,134
+183
+3% +$7.1K 0.22% 107
2023
Q1 		$226K Buy
+5,951
New +$222K 0.22% 109

Other funds holding SPEU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return