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Independent Advisor Alliance’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,794
Closed -$298K – 1223
2026
Q1 		$298K Buy
+4,794
New +$314K ﹤0.01% 1321
2025
Q1 		– Sell
-6,357
Closed -$306K – 967
2024
Q4 		$306K Buy
+6,357
New +$317K ﹤0.01% 1134

Other funds holding FEZ

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
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Independent Advisor Alliance's FEZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026, closing a stake of 4,794 shares — an estimated $298K sold.

Independent Advisor Alliance first reported a position in FEZ in Q4 2024 and held it in 2 quarters. The position peaked at $306K in Q4 2024. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,794 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $298K.
  • Independent Advisor Alliance first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's State Street SPDR EURO STOXX 50 ETF position peaked at $306K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.