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

BlackDiamond 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	$278K	Sell	3,876 -431	-10%	-$28.8K	0.11%	177
2026 Q1	$267K	Buy	4,307 +59	+1%	+$3.87K	0.13%	162
2025 Q4	$291K	Buy	4,248 +101	+2%	+$6.38K	0.14%	152
2025 Q3	$258K	Buy	4,147 +143	+4%	+$8.59K	0.14%	143
2025 Q2	$238K	Sell	4,004 -135	-3%	-$7.71K	0.14%	144
2025 Q1	$239K	Buy	+4,139	New	+$221K	0.16%	127
2022 Q2	–	Sell	-5,041	Closed	-$207K	–	116
2022 Q1	$207K	Buy	+5,041	New	+$219K	0.25%	106

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

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

BlackDiamond Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 10% in Q2 2026, selling an estimated $28.8K and leaving 3,876 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #177.

BlackDiamond Wealth Management first reported a position in FEZ in Q1 2022 and has held it in 7 quarters since. The position peaked at $291K in Q4 2025. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

BlackDiamond Wealth Management held 3,876 shares of State Street SPDR EURO STOXX 50 ETF worth $278K as of Q2 2026.
BlackDiamond Wealth Management sold 431 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $28.8K.
State Street SPDR EURO STOXX 50 ETF made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #177 holding.
BlackDiamond Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2022 and has held it in 7 quarters since.
BlackDiamond Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $291K in Q4 2025.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.