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

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

Creative Planning's FEZ Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 3.2% in Q2 2026, buying an estimated $18.9K and bringing the position to 9,136 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Creative Planning first reported a position in FEZ in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.41M in Q1 2024. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Creative Planning held 9,136 shares of State Street SPDR EURO STOXX 50 ETF worth $627K as of Q2 2026.
Creative Planning bought 283 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $18.9K.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3012 holding.
Creative Planning first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2013 and has held it in 48 quarters since.
Creative Planning's State Street SPDR EURO STOXX 50 ETF position peaked at $1.41M in Q1 2024.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.