EverSource Wealth Advisors’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
Sell
-61
Closed -$3.33K 4288
2025
Q1
$3.33K Buy
+61
New +$3.26K ﹤0.01% 2689
2024
Q3
Sell
-420
Closed -$21.1K 3062
2024
Q2
$21.1K Buy
+420
New +$21.8K ﹤0.01% 1481
2022
Q2
Sell
-462
Closed -$19K 1771
2022
Q1
$19K Sell
462
-132
-22% -$5.73K ﹤0.01% 718
2021
Q4
$28K Buy
+594
New +$27.7K 0.01% 556

Other funds holding FEZ

EverSource Wealth Advisors's FEZ Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2025, closing a stake of 61 shares — an estimated $3.33K sold.

EverSource Wealth Advisors first reported a position in FEZ in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 343 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 61 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $3.33K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $28K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.