Creative Planning’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Creative Planning’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
2017 Q2	–	Sell	-6,000	Closed	-$16K	–	4674
2017 Q1	$16K	Buy	+6,000	New	+$208K	﹤0.01%	3272

Other funds holding FEZ

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Creative Planning's FEZ Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 16% in Q1 2026, buying an estimated $78.3K and bringing the position to 8,853 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Creative Planning first reported a position in FEZ in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.41M in Q1 2024. 335 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

Creative Planning held 8,853 shares of State Street SPDR EURO STOXX 50 ETF worth $550K as of Q1 2026.
Creative Planning bought 1,194 State Street SPDR EURO STOXX 50 ETF shares in Q1 2026, an estimated $78.3K.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2960 holding.
Creative Planning first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2013 and has held it in 47 quarters since.
Creative Planning's State Street SPDR EURO STOXX 50 ETF position peaked at $1.41M in Q1 2024.
335 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.