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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
21,276
+3,032
+17% +$173K 0.01% 651
2025
Q1
$993K Sell
18,244
-97
-0.5% -$5.19K 0.01% 637
2024
Q4
$883K Sell
18,341
-6,684
-27% -$333K 0.01% 537
2024
Q3
$1.33M Sell
25,025
-783
-3% -$39.9K 0.02% 471
2024
Q2
$1.29M Sell
25,808
-933
-3% -$48.4K 0.02% 396
2024
Q1
$1.41M Buy
+26,741
New +$1.32M 0.02% 346
2023
Q4
– Sell
-30,801
Closed -$1.29M – 627
2023
Q3
$1.29M Buy
30,801
+4,738
+18% +$212K 0.03% 349
2023
Q2
$1.2M Hold
26,063
– – 0.03% 322
2023
Q1
$1.17M Buy
26,063
+7,700
+42% +$331K 0.03% 324
2022
Q4
$711K Buy
+18,363
New +$671K 0.02% 370

Other funds holding FEZ

Congress Wealth Management's FEZ Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 17% in Q2 2025, buying an estimated $173K and bringing the position to 21,276 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #651.

Congress Wealth Management first reported a position in FEZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2024. 344 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

  • Congress Wealth Management held 21,276 shares of State Street SPDR EURO STOXX 50 ETF worth $1.27M as of Q2 2025.
  • Congress Wealth Management bought 3,032 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $173K.
  • State Street SPDR EURO STOXX 50 ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #651 holding.
  • Congress Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2022 and has held it in 10 quarters since.
  • Congress Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $1.41M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.