Colton Groome Financial Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Colton Groome Financial 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
2026 Q3	$1.88M	Sell	27,916 -18,111	-39%	-$1.26M	0.44%	43
2026 Q2	$3.16M	Sell	46,027 -158	-0.3%	-$10.5K	0.76%	30
2026 Q1	$2.87M	Buy	46,185 +3,518	+8%	+$231K	0.82%	28
2025 Q4	$2.75M	Buy	42,667 +2,672	+7%	+$169K	0.79%	30
2025 Q3	$2.48M	Buy	39,995 +3,715	+10%	+$223K	0.76%	30
2025 Q2	$2.17M	Buy	+36,280	New	+$2.07M	0.73%	31

Other funds holding FEZ

FEG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Colton Groome Financial Advisors's FEZ Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 39% in Q3 2026, selling an estimated $1.26M and leaving 27,916 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #43.

Colton Groome Financial Advisors first reported a position in FEZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.16M in Q2 2026. 16 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

Colton Groome Financial Advisors held 27,916 shares of State Street SPDR EURO STOXX 50 ETF worth $1.88M as of Q3 2026.
Colton Groome Financial Advisors sold 18,111 State Street SPDR EURO STOXX 50 ETF shares in Q3 2026, an estimated $1.26M.
State Street SPDR EURO STOXX 50 ETF made up 0.44% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #43 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and has held it in 6 quarters since.
Colton Groome Financial Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $3.16M in Q2 2026.
16 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.