Avantax Planning Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Avantax Planning Partners’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	$477K	Hold	6,951	–	–	0.01%	295
2026 Q1	$432K	Hold	6,951	–	–	0.01%	296
2025 Q4	$448K	Hold	6,951	–	–	0.01%	292
2025 Q3	$432K	Hold	6,951	–	–	0.01%	295
2025 Q2	$415K	Hold	6,951	–	–	0.01%	292
2025 Q1	$378K	Hold	6,951	–	–	0.01%	300
2024 Q4	$335K	Hold	6,951	–	–	0.01%	316
2024 Q3	$370K	Hold	6,951	–	–	0.01%	299
2024 Q2	$348K	Hold	6,951	–	–	0.01%	337
2024 Q1	$365K	Hold	6,951	–	–	0.01%	333
2023 Q4	$332K	Hold	6,951	–	–	0.01%	287
2023 Q3	$292K	Hold	6,951	–	–	0.01%	288
2023 Q2	$320K	Hold	6,951	–	–	0.01%	285
2023 Q1	$312K	Hold	6,951	–	–	0.01%	286
2022 Q4	$269K	Buy	+6,951	New	+$254K	0.01%	313
2018 Q4	–	Sell	-541	Closed	-$21K	–	587
2018 Q3	$21K	Buy	+541	New	+$20.9K	﹤0.01%	686

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

Avantax Planning Partners's FEZ Position: Q2 2026 in Review

Avantax Planning Partners held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q2 2026 at 6,951 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #295.

Avantax Planning Partners first reported a position in FEZ in Q3 2018 and has held it in 16 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Avantax Planning Partners held 6,951 shares of State Street SPDR EURO STOXX 50 ETF worth $477K as of Q2 2026.
Avantax Planning Partners left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #295 holding.
Avantax Planning Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2018 and has held it in 16 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.