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

Institute for 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
2021
Q1 		– Sell
-2,000
Closed -$83K – 477
2020
Q4 		$83K Buy
+2,000
New +$77.9K 0.02% 443

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's FEZ Position: Q1 2024 in Review

Institute for Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2024, closing a stake of 5,100 shares — an estimated $244K sold.

Institute for Wealth Management first reported a position in FEZ in Q3 2020 and held it in 4 quarters. The position peaked at $445K in Q3 2020. 236 funds tracked by Wall St. Rank hold FEZ as of Q1 2024.

  • Institute for Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 5,100 State Street SPDR EURO STOXX 50 ETF shares in Q1 2024, an estimated $244K.
  • Institute for Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2020 and held it in 4 quarters.
  • Institute for Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $445K in Q3 2020.
  • 236 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.