SPEU — SPEU

Ownership history in Castleview Partners, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in SPEU (SPEU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.24% (2025 Q4)
Avg. % of fund
0.09%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,121 +791 +9.5% 0.24% $475K $52.13
2025 Q3 ADDED 8,330 +1,399 +20.2% 0.23% $415K $49.25
2025 Q2 REDUCED 6,931 -429 -5.8% 0.22% $336K $47.74
2025 Q1 ADDED 7,360 +7,359 +735900.0% 0.22% $324K $42.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPEU price (monthly, adj. close)

Other funds also holding SPEU

As of 2025 Q4 — sorted by position size

Treasure Coast Financial Planning 3Y 3.44% Atlantic Edge Private Wealth Management, LLC 2.53% Jacobi Capital Management LLC 3Y 7Y 0.75% Main Management ETF Advisors, LLC 3Y 7Y 0.75% PACES FERRY WEALTH ADVISORS, LLC 3Y 0.38% CWM, LLC 3Y 7Y 0.34% Accel Wealth Management 3Y 0.25% Barnes Wealth Management Group, Inc 0.18% Allen Capital Group, LLC 3Y 7Y 0.11% Worth Financial Advisory Group, LLC 3Y 0.11%
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