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Golden State Equity Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Golden State Equity Partners’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
-40,882
Closed -$2.22M – 450
2025
Q1 		$2.22M Buy
40,882
+16,281
+66% +$870K 0.44% 55
2024
Q4 		$1.18M Buy
+24,601
New +$1.23M 0.23% 114
2024
Q3 		– Sell
-13,150
Closed -$658K – 845
2024
Q2 		$658K Buy
+13,150
New +$682K 0.14% 167

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Golden State Equity Partners's FEZ Position: Q2 2025 in Review

Golden State Equity Partners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2025, closing a stake of 40,882 shares — an estimated $2.22M sold.

Golden State Equity Partners first reported a position in FEZ in Q2 2024 and held it in 3 quarters. The position peaked at $2.22M in Q1 2025. 343 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

  • Golden State Equity Partners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 40,882 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $2.22M.
  • Golden State Equity Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2024 and held it in 3 quarters.
  • Golden State Equity Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $2.22M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.