Flagship Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Flagship Wealth Advisors’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	$605K	Buy	8,814 +8,109	+1,150%	+$541K	0.14%	85
2026 Q1	$42.1K	Hold	705	–	–	0.02%	206
2025 Q4	$45.4K	Hold	705	–	–	0.01%	225
2025 Q3	$43.8K	Hold	705	–	–	0.01%	234
2025 Q2	$42.1K	Hold	705	–	–	0.02%	222
2025 Q1	$38.4K	Hold	705	–	–	0.02%	219
2024 Q4	$33.9K	Buy	+705	New	+$35.1K	0.02%	216

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

Flagship Wealth Advisors's FEZ Position: Q2 2026 in Review

Flagship Wealth Advisors increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1,150% in Q2 2026, buying an estimated $541K and bringing the position to 8,814 shares worth $605K. The position accounts for 0.14% of the portfolio, ranked #85.

Flagship Wealth Advisors first reported a position in FEZ in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Flagship Wealth Advisors held 8,814 shares of State Street SPDR EURO STOXX 50 ETF worth $605K as of Q2 2026.
Flagship Wealth Advisors bought 8,109 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $541K.
State Street SPDR EURO STOXX 50 ETF made up 0.14% of Flagship Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Flagship Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.