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

Jackson 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
2026 Q1	–	Sell	-88,062	Closed	-$5.67M	–	147
2025 Q4	$5.67M	Sell	88,062 -774	-0.9%	-$48.9K	0.55%	42
2025 Q3	$5.52M	Buy	88,836 +648	+0.7%	+$38.9K	0.55%	43
2025 Q2	$5.27M	Sell	88,188 -3,345	-4%	-$191K	0.57%	43
2025 Q1	$4.98M	Buy	+91,533	New	+$4.89M	0.61%	46

Other funds holding FEZ

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jackson Wealth Management's FEZ Position: Q1 2026 in Review

Jackson Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2026, closing a stake of 88,062 shares — an estimated $5.67M sold.

Jackson Wealth Management first reported a position in FEZ in Q1 2025 and held it in 4 quarters. The position peaked at $5.67M in Q4 2025. 336 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

Jackson Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2026 after selling out during the quarter.
Jackson Wealth Management sold 88,062 State Street SPDR EURO STOXX 50 ETF shares in Q1 2026, an estimated $5.67M.
Jackson Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2025 and held it in 4 quarters.
Jackson Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $5.67M in Q4 2025.
336 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.