Forefront Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Forefront Wealth Management’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 Q4	$2.69M	Sell	41,821 -290	-0.7%	-$18.3K	1.93%	18
2025 Q3	$2.62M	Sell	42,111 -1,657	-4%	-$99.5K	1.92%	19
2025 Q2	$2.61M	Buy	43,768 +1,895	+5%	+$108K	2.1%	17
2025 Q1	$2.28M	Buy	41,873 +268	+0.6%	+$14.3K	2.11%	22
2024 Q4	$2M	Buy	+41,605	New	+$2.07M	1.85%	24
2023 Q3	$1.7M	Sell	40,531 -2,260	-5%	-$101K	2.39%	17
2023 Q2	$1.97M	Buy	+42,791	New	+$1.95M	2.6%	16

Other funds holding FEZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forefront Wealth Management's FEZ Position: Q4 2025 in Review

Forefront Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 0.69% in Q4 2025, selling an estimated $18.3K and leaving 41,821 shares worth $2.69M. The position accounts for 1.93% of the portfolio, ranked #18.

Forefront Wealth Management first reported a position in FEZ in Q2 2023 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold FEZ as of Q4 2025.

Forefront Wealth Management held 41,821 shares of State Street SPDR EURO STOXX 50 ETF worth $2.69M as of Q4 2025.
Forefront Wealth Management sold 290 State Street SPDR EURO STOXX 50 ETF shares in Q4 2025, an estimated $18.3K.
State Street SPDR EURO STOXX 50 ETF made up 1.93% of Forefront Wealth Management's portfolio in Q4 2025, its #18 holding.
Forefront Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2023 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.