Householder Group Estate & Retirement Specialist’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$6K	Sell	142 -18	-11%	-$897	﹤0.01%	414
2024 Q3	$8K	Sell	160 -66	-29%	-$3.37K	﹤0.01%	850
2024 Q2	$11K	Sell	226 -149	-40%	-$7.73K	﹤0.01%	795
2024 Q1	$19.7K	Sell	375 -264	-41%	-$13K	0.01%	680
2023 Q4	$30K	Sell	639 -1,603	-71%	-$70.8K	0.01%	558
2023 Q3	$94.2K	Buy	+2,242	New	+$100K	0.03%	323

Other funds holding FEZ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FEZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 11% in Q4 2024, selling an estimated $897 and leaving 142 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Householder Group Estate & Retirement Specialist first reported a position in FEZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $94.2K in Q3 2023. 244 funds tracked by Wall St. Rank hold FEZ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 142 shares of State Street SPDR EURO STOXX 50 ETF worth $6K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 18 State Street SPDR EURO STOXX 50 ETF shares in Q4 2024, an estimated $897.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #414 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR EURO STOXX 50 ETF position peaked at $94.2K in Q3 2023.
244 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.