Activest Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Activest Wealth Management’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3K	Sell	165 -247	-60%	-$16.5K	﹤0.01%	557
2026 Q1	$25.6K	Hold	412	–	–	﹤0.01%	464
2025 Q4	$26.5K	Buy	412 +1	+0.2%	+$63	0.01%	436
2025 Q3	$25.5K	Buy	411 +1	+0.2%	+$60	0.01%	346
2025 Q2	$24.5K	Buy	410 +2	+0.5%	+$114	0.01%	293
2025 Q1	$22.2K	Buy	408 +1	+0.2%	+$53	0.01%	280
2024 Q4	$19.6K	Hold	407	–	–	0.01%	252
2024 Q3	$21.7K	Buy	407 +1	+0.2%	+$51	0.01%	247
2024 Q2	$20.3K	Buy	406 +3	+0.7%	+$156	0.01%	240
2024 Q1	$21.2K	Hold	403	–	–	0.01%	171
2023 Q4	$19.3K	Buy	403 +1	+0.2%	+$44	0.01%	153
2023 Q3	$16.9K	Buy	+402	New	+$18K	0.01%	143
2023 Q2	–	Sell	-399	Closed	-$17.9K	–	332
2023 Q1	$17.9K	Sell	399 -3,464	-90%	-$149K	0.01%	131
2022 Q4	$150K	Hold	3,863	–	–	0.04%	105
2022 Q3	$119K	Buy	3,863 +3,716	+2,528%	+$128K	0.04%	119
2022 Q2	$5K	Buy	147 +3	+2%	+$114	﹤0.01%	252
2022 Q1	$6K	Hold	144	–	–	﹤0.01%	243
2021 Q4	$7K	Buy	144 +2	+1%	+$93	﹤0.01%	232
2021 Q3	$6K	Hold	142	–	–	﹤0.01%	269
2021 Q2	$7K	Buy	142 +2	+1%	+$95	0.01%	230
2021 Q1	$6K	Buy	+140	New	+$6.03K	﹤0.01%	225

Other funds holding FEZ

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Activest Wealth Management's FEZ Position: Q2 2026 in Review

Activest Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 60% in Q2 2026, selling an estimated $16.5K and leaving 165 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Activest Wealth Management first reported a position in FEZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $150K in Q4 2022. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Activest Wealth Management held 165 shares of State Street SPDR EURO STOXX 50 ETF worth $11.3K as of Q2 2026.
Activest Wealth Management sold 247 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $16.5K.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #557 holding.
Activest Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $150K in Q4 2022.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.