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

Alterna 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
2025 Q4	–	Sell	-5,444	Closed	-$338K	–	105
2025 Q3	$338K	Buy	5,444 +240	+5%	+$14.4K	0.28%	73
2025 Q2	$311K	Buy	+5,204	New	+$297K	0.25%	77
2019 Q3	–	Sell	-10,311	Closed	-$395K	–	120
2019 Q2	$395K	Sell	10,311 -649	-6%	-$24.4K	0.47%	55
2019 Q1	$401K	Sell	10,960 -12,934	-54%	-$459K	0.34%	69
2018 Q4	$795K	Buy	+23,894	New	+$839K	0.13%	119

Other funds holding FEZ

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

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

1CP

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

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Alterna Wealth Management's FEZ Position: Q4 2025 in Review

Alterna Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2025, closing a stake of 5,444 shares — an estimated $338K sold.

Alterna Wealth Management first reported a position in FEZ in Q4 2018 and held it in 5 quarters. The position peaked at $795K in Q4 2018. 351 funds tracked by Wall St. Rank hold FEZ as of Q4 2025.

Alterna Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2025 after selling out during the quarter.
Alterna Wealth Management sold 5,444 State Street SPDR EURO STOXX 50 ETF shares in Q4 2025, an estimated $338K.
Alterna Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2018 and held it in 5 quarters.
Alterna Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $795K in Q4 2018.
351 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.