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

Golden State 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
2026 Q2	$174K	Sell	2,527 -1,745	-41%	-$117K	0.02%	441
2026 Q1	$265K	Sell	4,272 -6,928	-62%	-$454K	0.03%	343
2025 Q4	$721K	Sell	11,200 -475	-4%	-$30K	0.08%	202
2025 Q3	$725K	Sell	11,675 -16,797	-59%	-$1.01M	0.08%	189
2025 Q2	$1.7M	Buy	+28,472	New	+$1.63M	0.21%	93

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

Golden State Wealth Management's FEZ Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 41% in Q2 2026, selling an estimated $117K and leaving 2,527 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #441.

Golden State Wealth Management first reported a position in FEZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Golden State Wealth Management held 2,527 shares of State Street SPDR EURO STOXX 50 ETF worth $174K as of Q2 2026.
Golden State Wealth Management sold 1,745 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $117K.
State Street SPDR EURO STOXX 50 ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #441 holding.
Golden State Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and has held it in 5 quarters since.
Golden State Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $1.7M in Q2 2025.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.