Focus Financial Network’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Focus Financial Network’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
2025 Q2	–	Sell	-8,700	Closed	-$473K	–	713
2025 Q1	$473K	Sell	8,700 -300	-3%	-$16K	0.02%	434
2024 Q4	$433K	Hold	9,000	–	–	0.02%	452
2024 Q3	$479K	Hold	9,000	–	–	0.02%	415
2024 Q2	$458K	Hold	9,000	–	–	0.02%	419
2024 Q1	$452K	Sell	9,000 -1,000	-10%	-$49.4K	0.02%	392
2023 Q4	$478K	Hold	10,000	–	–	0.02%	465
2023 Q3	$420K	Sell	10,000 -30,000	-75%	-$1.34M	0.02%	392
2023 Q2	$1.84M	Hold	40,000	–	–	0.1%	156
2023 Q1	$1.8M	Hold	40,000	–	–	0.11%	149
2022 Q4	$1.55M	Buy	+40,000	New	+$1.46M	0.13%	139

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Focus Financial Network's FEZ Position: Q2 2025 in Review

Focus Financial Network sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2025, closing a stake of 8,700 shares — an estimated $473K sold.

Focus Financial Network first reported a position in FEZ in Q4 2022 and held it in 10 quarters. The position peaked at $1.84M in Q2 2023. 343 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

Focus Financial Network reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2025 after selling out during the quarter.
Focus Financial Network sold 8,700 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $473K.
Focus Financial Network first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2022 and held it in 10 quarters.
Focus Financial Network's State Street SPDR EURO STOXX 50 ETF position peaked at $1.84M in Q2 2023.
343 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Focus Financial Network's 13F filing for Q2 2025, filed 10 Jul 2025.