Jackson Grant Investment Advisers’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Jackson Grant Investment Advisers’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	$12.2K	Buy	+178	New	+$11.9K	﹤0.01%	294
2018 Q2	–	Sell	-2,815	Closed	-$113K	–	218
2018 Q1	$113K	Buy	2,815 +5	+0.2%	+$207	0.08%	107
2017 Q4	$114K	Buy	2,810 +9	+0.3%	+$371	0.08%	106
2017 Q3	$116K	Buy	2,801 +1,394	+99%	+$55.6K	0.08%	101
2017 Q2	$54K	Buy	+1,407	New	+$54K	0.04%	121

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

Jackson Grant Investment Advisers's FEZ Position: Q2 2026 in Review

Jackson Grant Investment Advisers opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 178 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Jackson Grant Investment Advisers previously reported a position in FEZ as recently as Q1 2018.

Jackson Grant Investment Advisers first reported a position in FEZ in Q2 2017 and has held it in 5 quarters since. The position peaked at $116K in Q3 2017. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Jackson Grant Investment Advisers held 178 shares of State Street SPDR EURO STOXX 50 ETF worth $12.2K as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new Jackson Grant Investment Advisers position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #294 holding.
Jackson Grant Investment Advisers first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2017 and has held it in 5 quarters since.
Jackson Grant Investment Advisers's State Street SPDR EURO STOXX 50 ETF position peaked at $116K in Q3 2017.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.