Ethos Financial Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Ethos Financial Group’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 Q2	$631K	Buy	9,314 +31	+0.3%	+$2.07K	0.04%	314
2026 Q1	$576K	Sell	9,283 -4,617	-33%	-$303K	0.04%	288
2025 Q4	$895K	Buy	13,900 +10,199	+276%	+$644K	0.07%	208
2025 Q3	$230K	Hold	3,701	–	–	0.02%	413
2025 Q2	$221K	Buy	+3,701	New	+$211K	0.02%	399

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

Ethos Financial Group's FEZ Position: Q2 2026 in Review

Ethos Financial Group increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 0.33% in Q2 2026, buying an estimated $2.07K and bringing the position to 9,314 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #314.

Ethos Financial Group first reported a position in FEZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $895K in Q4 2025. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Ethos Financial Group held 9,314 shares of State Street SPDR EURO STOXX 50 ETF worth $631K as of Q2 2026.
Ethos Financial Group bought 31 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $2.07K.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #314 holding.
Ethos Financial Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and has held it in 5 quarters since.
Ethos Financial Group's State Street SPDR EURO STOXX 50 ETF position peaked at $895K in Q4 2025.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.