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

BigSur 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	$275K	Hold	4,000	–	–	0.07%	143
2026 Q1	$248K	Hold	4,000	–	–	0.07%	146
2025 Q4	$258K	Buy	+4,000	New	+$252K	0.06%	144
2017 Q4	–	Sell	-14,050	Closed	-$580K	–	96
2017 Q3	$580K	Hold	14,050	–	–	0.58%	42
2017 Q2	$566K	Buy	14,050 +6,650	+90%	+$255K	0.57%	46
2017 Q1	$288K	Buy	+7,400	New	+$257K	0.31%	65

Other funds holding FEZ

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

BigSur Wealth Management held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q2 2026 at 4,000 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #143.

BigSur Wealth Management first reported a position in FEZ in Q1 2017 and has held it in 6 quarters since. The position peaked at $580K in Q3 2017. 46 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

BigSur Wealth Management held 4,000 shares of State Street SPDR EURO STOXX 50 ETF worth $275K as of Q2 2026.
BigSur Wealth Management left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.07% of BigSur Wealth Management's portfolio in Q2 2026, its #143 holding.
BigSur Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2017 and has held it in 6 quarters since.
BigSur Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $580K in Q3 2017.
46 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.