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September 2026what changed

State Street Europe Screened Enhanced Equity Fund - UCITS ETF · LU3121015567 · SEPE · snapshots compared: 18 Aug31 August 2026
In brief: 8 holdings added and 9 removed from the basket · 1 weight change beyond ±0.25 points · monthly return +0.4% · costs and key facts unchanged.

Basket — holdings added (8)

HoldingWeight on entry
DHL AG0.71%
Legal & General Group Plc0.45%
ASR Nederland N.V.0.41%
Orange SA0.39%
DSM-Firmenich AG0.09%
ABN AMRO Bank N.V. Depositary receipts0.07%
Zalando SE0.01%
Erste Group Bank AG0.01%

Basket — holdings removed (9)

HoldingWeight on exit
Deutsche Post AG0.70%
Royal KPN NV0.36%
Sandvik AB0.19%
Tele2 AB Class B0.16%
Sunbelt Rentals Holdings Inc0.09%
Swiss Prime Site AG0.06%
Bureau Veritas SA0.05%
Snam S.p.A.0.05%
and 1 more0.02%

Holdings compared (excluding cash instruments): 215 → 214.

Holding weights

Holdingfromto
Volvo AB Class B0.11%0.51%

Top 10 — before and after

Holding5 Aug31 Aug
ASML Holding NV4.43%4.36%
HSBC Holdings Plc2.60%2.65%
Roche Holding Ltd2.48%2.39%
Novartis AG2.24%2.38%
Shell Plc1.78%1.87%
Siemens AG1.71%1.86%
Banco Santander S.A.1.78%1.76%
Nestle S.A.1.64%1.59%
UBS Group AG (enters top 10)1.46%1.49%
TotalEnergies SE (enters top 10)1.38%1.45%
AstraZeneca PLC (leaves the top 10)1.53%1.43%
Rolls-Royce Holdings plc (leaves the top 10)1.52%1.45%

Combined top-10 weight: 21.7% → 21.8%.

Sectors — where the weight moved

Industrials
19.118.6
Financials
25.525.9
Utilities
4.94.6
Energy
5.05.2
Materials
5.25.4

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries

Country5 Aug31 Aug
United Kingdom22.2%22.4%
France15.4%15.2%
Switzerland14.5%14.3%

Nearly unchanged: beyond the largest countries, every move stays within ±0.2 points.

Monthly return

+0.4% in EUR (NAV 11.7511.8, 31 Jul31 Aug). Accumulating fund: no distributions.

Assets over the month

3 mln €3 mln €3 Aug31 Aug

3 mln €3 mln € (issuer’s daily series).

Costs and key facts

TER0.25% — unchanged
Transaction costs (KID)0.15% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.
State Street Europe Screened Enhanced Equity Fund - UCITS ETF — what changed: September 2026