AWE
FEZ icon

Avidian Wealth Enterprises’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.13M Sell
16,804
-63
-0.4% -$4.38K 0.03% 310
2026
Q2 		$1.16M Buy
16,867
+37
+0.2% +$2.47K 0.03% 290
2026
Q1 		$1.04M Buy
16,830
+1,329
+9% +$87.1K 0.03% 284
2025
Q4 		$998K Buy
15,501
+1,644
+12% +$104K 0.04% 225
2025
Q3 		$861K Buy
13,857
+2,717
+24% +$163K 0.03% 245
2025
Q2 		$665K Buy
11,140
+251
+2% +$14.3K 0.03% 271
2025
Q1 		$592K Buy
10,889
+107
+1% +$5.72K 0.03% 280
2024
Q4 		$519K Buy
10,782
+6,222
+136% +$310K 0.02% 289
2024
Q3 		$243K Buy
4,560
+1
+0% +$51 0.01% 441
2024
Q2 		$228K Buy
+4,559
New +$237K 0.01% 455

Other funds holding FEZ

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Avidian Wealth Enterprises's FEZ Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 0.37% in Q3 2026, selling an estimated $4.38K and leaving 16,804 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #310.

Avidian Wealth Enterprises first reported a position in FEZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2026. 13 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

  • Avidian Wealth Enterprises held 16,804 shares of State Street SPDR EURO STOXX 50 ETF worth $1.13M as of Q3 2026.
  • Avidian Wealth Enterprises sold 63 State Street SPDR EURO STOXX 50 ETF shares in Q3 2026, an estimated $4.38K.
  • State Street SPDR EURO STOXX 50 ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #310 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2024 and has held it in 10 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR EURO STOXX 50 ETF position peaked at $1.16M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.