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 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

FTUS

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Independent Advisor Alliance's FEZ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2026: 4,794 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FEZ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FEZ in Q4 2024 and has held it in 2 quarters since. The position peaked at $306K in Q4 2024. 335 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

Independent Advisor Alliance held 4,794 shares of State Street SPDR EURO STOXX 50 ETF worth $298K as of Q1 2026.
State Street SPDR EURO STOXX 50 ETF was a new Independent Advisor Alliance position in Q1 2026.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1321 holding.
Independent Advisor Alliance first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's State Street SPDR EURO STOXX 50 ETF position peaked at $306K in Q4 2024.
335 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.