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

AE 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	$43.5K	Sell	634 -7	-1%	-$467	﹤0.01%	2125
2026 Q1	$39.8K	Sell	641 -75	-10%	-$4.92K	﹤0.01%	2011
2025 Q4	$46.2K	Sell	716 -108	-13%	-$6.82K	﹤0.01%	1868
2025 Q3	$51.2K	Buy	824 +99	+14%	+$5.95K	﹤0.01%	1711
2025 Q2	$43.3K	Sell	725 -230	-24%	-$13.1K	﹤0.01%	1629
2025 Q1	$52K	Buy	955 +235	+33%	+$12.6K	﹤0.01%	1578
2024 Q4	$34.7K	Buy	+720	New	+$35.9K	﹤0.01%	1623

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

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

AE Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.1% in Q2 2026, selling an estimated $467 and leaving 634 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

AE Wealth Management first reported a position in FEZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $52K in Q1 2025. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

AE Wealth Management held 634 shares of State Street SPDR EURO STOXX 50 ETF worth $43.5K as of Q2 2026.
AE Wealth Management sold 7 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $467.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2125 holding.
AE Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $52K in Q1 2025.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.