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 Q3	–	Sell	-4,000	Closed	-$275K	–	171
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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

BigSur Wealth Management's FEZ Position: Q3 2026 in Review

BigSur Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2026, closing a stake of 4,000 shares — an estimated $275K sold.

BigSur Wealth Management first reported a position in FEZ in Q1 2017 and held it in 6 quarters. The position peaked at $580K in Q3 2017. 73 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

BigSur Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2026 after selling out during the quarter.
BigSur Wealth Management sold 4,000 State Street SPDR EURO STOXX 50 ETF shares in Q3 2026, an estimated $275K.
BigSur Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2017 and held it in 6 quarters.
BigSur Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $580K in Q3 2017.
73 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.