Corient Private Wealth
FEZ icon

Corient Private Wealth’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Corient Private Wealth’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
Q1 		$3.23M Sell
56,676
-58,922
-51% -$3.86M ﹤0.01% 1015
2025
Q4 		$7.44M Buy
115,598
+53,842
+87% +$3.4M 0.01% 885
2025
Q3 		$3.84M Buy
61,756
+339
+0.6% +$20.4K 0.01% 805
2025
Q2 		$3.67M Buy
61,417
+9,518
+18% +$544K ﹤0.01% 799
2025
Q1 		$2.82M Sell
51,899
-6,499
-11% -$347K ﹤0.01% 859
2024
Q4 		$2.47M Sell
58,398
-1,467
-2% -$73.1K ﹤0.01% 917
2024
Q3 		$3.19M Sell
59,865
-8,559
-13% -$436K 0.01% 906
2024
Q2 		$3.42M Buy
68,424
+4,795
+8% +$249K 0.01% 822
2024
Q1 		$3.34M Buy
63,629
+6,168
+11% +$304K 0.01% 819
2023
Q4 		$2.75M Sell
57,461
-9,451
-14% -$417K 0.01% 873
2023
Q3 		$2.81M Sell
66,912
-228
-0.3% -$10.2K 0.01% 801
2023
Q2 		$3.09M Buy
67,140
+6,668
+11% +$304K 0.01% 766
2023
Q1 		$2.72M Buy
60,472
+46,683
+339% +$2.01M 0.01% 753
2022
Q4 		$534K Buy
+13,789
New +$504K ﹤0.01% 1120

Other funds holding FEZ

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return