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B. Riley Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$370K Sell
7,692
-1,010
-12% -$50.3K 0.01% 790
2024
Q3 		$454K Sell
8,702
-48
-0.5% -$2.45K 0.01% 776
2024
Q2 		$438K Buy
8,750
+1,977
+29% +$103K 0.01% 874
2024
Q1 		$285K Buy
6,773
+234
+4% +$11.6K 0.01% 1061
2023
Q4 		$313K Sell
6,539
-234
-3% -$10.3K 0.01% 1034
2023
Q3 		$285K Sell
6,773
-177
-3% -$7.91K 0.01% 1061
2023
Q2 		$320K Buy
+6,950
New +$317K 0.01% 1084
2020
Q1 		– Sell
-6,375
Closed -$261K – 833
2019
Q4 		$261K Buy
6,375
+100
+2% +$3.93K 0.02% 655
2019
Q3 		$237K Sell
6,275
-1,999
-24% -$74.6K 0.02% 677
2019
Q2 		$317K Buy
8,274
+285
+4% +$10.7K 0.03% 541
2019
Q1 		$293K Sell
7,989
-744
-9% -$26.4K 0.04% 504
2018
Q4 		$291K Sell
8,733
-4,449
-34% -$156K 0.04% 446
2018
Q3 		$505K Sell
13,182
-5,149
-28% -$199K 0.06% 346
2018
Q2 		$703K Sell
18,331
-1,040
-5% -$42.3K 0.09% 238
2018
Q1 		$781K Sell
19,371
-17,087
-47% -$709K 0.11% 205
2017
Q4 		$1.49M Buy
36,458
+705
+2% +$29K 0.2% 128
2017
Q3 		$1.48M Sell
35,753
-590
-2% -$23.5K 0.25% 107
2017
Q2 		$1.4M Buy
+36,343
New +$1.39M 0.25% 112
2015
Q1 		– Sell
-1,487
Closed -$55 – 1049
2014
Q4 		$55 Buy
+1,487
New +$56.4K ﹤0.01% 2041
2014
Q3 		– Sell
-13,440
Closed -$291K – 1072
2014
Q2 		$291K Buy
13,440
+7,112
+112% +$310K 0.07% 326
2014
Q1 		$270K Buy
6,328
+870
+16% +$36.1K 0.08% 288
2013
Q4 		$230K Buy
5,458
+3,134
+135% +$126K 0.07% 306
2013
Q3 		$89K Buy
+2,324
New +$84.2K 0.03% 571

Other funds holding FEZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Advisors's FEZ Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 12% in Q4 2024, selling an estimated $50.3K and leaving 7,692 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #790.

B. Riley Wealth Advisors first reported a position in FEZ in Q3 2013 and has held it in 23 quarters since. The position peaked at $1.49M in Q4 2017. 244 funds tracked by Wall St. Rank hold FEZ as of Q4 2024.

  • B. Riley Wealth Advisors held 7,692 shares of State Street SPDR EURO STOXX 50 ETF worth $370K as of Q4 2024.
  • B. Riley Wealth Advisors sold 1,010 State Street SPDR EURO STOXX 50 ETF shares in Q4 2024, an estimated $50.3K.
  • State Street SPDR EURO STOXX 50 ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #790 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2013 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $1.49M in Q4 2017.
  • 244 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.