Heritage Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Heritage Wealth 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	$15.6K	Buy	+227	New	+$15.2K	﹤0.01%	481

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

Heritage Wealth Advisors's FEZ Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 227 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Heritage Wealth Advisors held 227 shares of State Street SPDR EURO STOXX 50 ETF worth $15.6K as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new Heritage Wealth Advisors position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #481 holding.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

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