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

Axxcess 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	$596K	Buy	+8,672	New	+$579K	0.01%	671
2026 Q1	–	Sell	-9,022	Closed	-$581K	–	606
2025 Q4	$581K	Sell	9,022 -500	-5%	-$31.6K	0.01%	659
2025 Q3	$592K	Buy	9,522 +300	+3%	+$18K	0.01%	579
2025 Q2	$551K	Hold	9,222	–	–	0.01%	566
2025 Q1	$502K	Sell	9,222 -100	-1%	-$5.35K	0.01%	552
2024 Q4	$449K	Hold	9,322	–	–	0.01%	569
2024 Q3	$496K	Hold	9,322	–	–	0.01%	549
2024 Q2	$466K	Hold	9,322	–	–	0.01%	536
2024 Q1	$490K	Sell	9,322 -200	-2%	-$9.87K	0.01%	541
2023 Q4	$455K	Buy	9,522 +975	+11%	+$43K	0.01%	541
2023 Q3	$359K	Sell	8,547 -161	-2%	-$7.19K	0.01%	555
2023 Q2	$400K	Buy	8,708 +118	+1%	+$5.38K	0.03%	396
2023 Q1	$386K	Buy	+8,590	New	+$369K	0.03%	427

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

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

Axxcess Wealth Management opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 8,672 shares worth $596K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FEZ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FEZ in Q1 2023 and has held it in 13 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Axxcess Wealth Management held 8,672 shares of State Street SPDR EURO STOXX 50 ETF worth $596K as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #671 holding.
Axxcess Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2023 and has held it in 13 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.