Foundations Investment Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Foundations Investment 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	$219K	Buy	+3,186	New	+$213K	﹤0.01%	1102
2026 Q1	–	Sell	-5,668	Closed	-$365K	–	1194
2025 Q4	$365K	Sell	5,668 -17,601	-76%	-$1.11M	﹤0.01%	825
2025 Q3	$1.45M	Buy	23,269 +15,665	+206%	+$941K	0.02%	381
2025 Q2	$454K	Buy	7,604 +2,495	+49%	+$143K	0.01%	611
2025 Q1	$278K	Buy	+5,109	New	+$273K	0.01%	732
2024 Q3	–	Sell	-19,218	Closed	-$961K	–	829
2024 Q2	$961K	Buy	+19,218	New	+$997K	0.02%	342
2024 Q1	–	Sell	-15,181	Closed	-$735K	–	714
2023 Q4	$735K	Sell	15,181 -81,684	-84%	-$3.61M	0.02%	361
2023 Q3	$4.07M	Buy	96,865 +15,140	+19%	+$676K	0.13%	133
2023 Q2	$3.76M	Buy	81,725 +9,419	+13%	+$429K	0.12%	122
2023 Q1	$3.25M	Buy	+72,306	New	+$3.11M	0.12%	117
2018 Q4	–	Sell	-12,747	Closed	-$488K	–	112
2018 Q3	$488K	Buy	12,747 +1,216	+11%	+$47K	0.12%	66
2018 Q2	$442K	Buy	+11,531	New	+$468K	0.12%	63

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

Foundations Investment Advisors's FEZ Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 3,186 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in FEZ as recently as Q4 2025.

Foundations Investment Advisors first reported a position in FEZ in Q2 2018 and has held it in 12 quarters since. The position peaked at $4.07M in Q3 2023. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Foundations Investment Advisors held 3,186 shares of State Street SPDR EURO STOXX 50 ETF worth $219K as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new Foundations Investment Advisors position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1102 holding.
Foundations Investment Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2018 and has held it in 12 quarters since.
Foundations Investment Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $4.07M in Q3 2023.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.