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

Financial Enhancement 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 Q3	$8.75M	Buy	132,978 +3,240	+2%	+$225K	1%	35
2026 Q2	$8.91M	Sell	129,738 -21,635	-14%	-$1.44M	1.06%	34
2026 Q1	$10.2M	Buy	151,373 +10,434	+7%	+$684K	1.27%	29
2025 Q4	$9.3M	Buy	140,939 +1,455	+1%	+$91.8K	1.21%	28
2025 Q3	$8.77M	Buy	139,484 +2,587	+2%	+$155K	1.18%	30
2025 Q2	$8.22M	Buy	136,897 +716	+0.5%	+$40.9K	1.18%	28
2025 Q1	$7.43M	Buy	+136,181	New	+$7.28M	1.16%	29
2021 Q2	–	Sell	-60	Closed	-$3K	–	281
2021 Q1	$3K	Sell	60 -30	-33%	-$1.29K	﹤0.01%	233
2020 Q4	$4K	Buy	+90	New	+$3.51K	﹤0.01%	225

Other funds holding FEZ

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Financial Enhancement Group's FEZ Position: Q3 2026 in Review

Financial Enhancement Group increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 2.5% in Q3 2026, buying an estimated $225K and bringing the position to 132,978 shares worth $8.75M. The position accounts for 1% of the portfolio, ranked #35.

Financial Enhancement Group first reported a position in FEZ in Q4 2020 and has held it in 9 quarters since. The position peaked at $10.2M in Q1 2026. 13 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

Financial Enhancement Group held 132,978 shares of State Street SPDR EURO STOXX 50 ETF worth $8.75M as of Q3 2026.
Financial Enhancement Group bought 3,240 State Street SPDR EURO STOXX 50 ETF shares in Q3 2026, an estimated $225K.
State Street SPDR EURO STOXX 50 ETF made up 1% of Financial Enhancement Group's portfolio in Q3 2026, its #35 holding.
Financial Enhancement Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2020 and has held it in 9 quarters since.
Financial Enhancement Group's State Street SPDR EURO STOXX 50 ETF position peaked at $10.2M in Q1 2026.
13 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.