Atria Wealth Solutions’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Atria Wealth Solutions’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 Q2	$419K	Buy	7,011 +2,302	+49%	+$132K	0.01%	999
2025 Q1	$256K	Buy	+4,709	New	+$252K	﹤0.01%	1572
2023 Q4	–	Sell	-6,399	Closed	-$269K	–	1964
2023 Q3	$269K	Buy	6,399 +2	+0%	+$89	﹤0.01%	1485
2023 Q2	$294K	Sell	6,397 -12,533	-66%	-$571K	﹤0.01%	1459
2023 Q1	$850K	Buy	18,930 +4,422	+30%	+$190K	0.01%	856
2022 Q4	$561K	Buy	14,508 +4,024	+38%	+$147K	0.01%	1018
2022 Q3	$322K	Buy	10,484 +1,723	+20%	+$59.4K	0.01%	1255
2022 Q2	$305K	Buy	8,761 +975	+13%	+$37.2K	0.01%	1205
2022 Q1	$320K	Buy	+7,786	New	+$338K	0.01%	1283

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Atria Wealth Solutions's FEZ Position: Q2 2025 in Review

Atria Wealth Solutions increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 49% in Q2 2025, buying an estimated $132K and bringing the position to 7,011 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #999.

Atria Wealth Solutions first reported a position in FEZ in Q1 2022 and has held it in 9 quarters since. The position peaked at $850K in Q1 2023. 344 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

Atria Wealth Solutions held 7,011 shares of State Street SPDR EURO STOXX 50 ETF worth $419K as of Q2 2025.
Atria Wealth Solutions bought 2,302 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $132K.
State Street SPDR EURO STOXX 50 ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #999 holding.
Atria Wealth Solutions first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's State Street SPDR EURO STOXX 50 ETF position peaked at $850K in Q1 2023.
344 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.