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

HB 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
Q1 		– Sell
-4,203
Closed -$271K – 1568
2025
Q4 		$271K Buy
4,203
+83
+2% +$5.24K ﹤0.01% 1191
2025
Q3 		$256K Buy
+4,120
New +$247K ﹤0.01% 1146
2025
Q2 		– Sell
-4,116
Closed -$224K – 1208
2025
Q1 		$224K Buy
+4,116
New +$220K ﹤0.01% 1102

Other funds holding FEZ

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

HB Wealth Management's FEZ Position: Q1 2026 in Review

HB Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2026, closing a stake of 4,203 shares — an estimated $271K sold.

HB Wealth Management first reported a position in FEZ in Q1 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 336 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

  • HB Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 4,203 State Street SPDR EURO STOXX 50 ETF shares in Q1 2026, an estimated $271K.
  • HB Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2025 and held it in 3 quarters.
  • HB Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $271K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.