Lugano Financial Advisors SA (LFA)’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$2.79M	Sell	40,634 -31,315	-44%	-$2.09M	1.68%	16
2026 Q1	$4.47M	Buy	71,949 +32,485	+82%	+$2.13M	2.27%	9
2025 Q4	$2.54M	Sell	39,464 -14,654	-27%	-$925K	1.31%	24
2025 Q3	$3.36M	Buy	54,118 +520	+1%	+$31.2K	1.77%	17
2025 Q2	$3.2M	Buy	53,598 +1,789	+3%	+$102K	1.9%	16
2025 Q1	$2.82M	Sell	51,809 -671	-1%	-$35.9K	1.92%	16
2024 Q4	$2.53M	Hold	52,480	–	–	1.65%	22
2024 Q3	$2.79M	Buy	52,480 +12,158	+30%	+$620K	1.9%	19
2024 Q2	$2.02M	Sell	40,322 -21,055	-34%	-$1.09M	1.54%	23
2024 Q1	$3.23M	Sell	61,377 -352	-0.6%	-$17.4K	2.35%	14
2023 Q4	$2.95M	Sell	61,729 -2,997	-5%	-$132K	2.32%	15
2023 Q3	$2.72M	Buy	64,726 +1,076	+2%	+$48.1K	2.33%	16
2023 Q2	$2.93M	Sell	63,650 -2,500	-4%	-$114K	1.95%	19
2023 Q1	$2.97M	Sell	66,150 -13,649	-17%	-$587K	2.25%	18
2022 Q4	$3.09M	Buy	79,799 +32,613	+69%	+$1.19M	2.29%	15
2022 Q3	$1.45M	Sell	47,186 -29,680	-39%	-$1.02M	1.14%	28
2022 Q2	$2.67M	Buy	76,866 +22,295	+41%	+$851K	1.87%	20
2022 Q1	$2.25M	Sell	54,571 -10,848	-17%	-$471K	1.5%	24
2021 Q4	$3.05M	Buy	65,419 +2,900	+5%	+$135K	1.76%	19
2021 Q3	$2.83M	Sell	62,519 -141,633	-69%	-$6.68M	1.86%	17
2021 Q2	$9.56M	Buy	204,152 +31,910	+19%	+$1.51M	6.02%	4
2021 Q1	$7.67M	Sell	172,242 -11,117	-6%	-$479K	5.36%	7
2020 Q4	$7.65M	Buy	183,359 +8,231	+5%	+$321K	5.93%	5
2020 Q3	$6.67M	Buy	175,128 +32	+0%	+$1.2K	6.19%	5
2020 Q2	$6.31M	Sell	175,096 -53,565	-23%	-$1.73M	6.66%	5
2020 Q1	$8.94M	Buy	228,661 +65,027	+40%	+$2.38M	8.04%	2
2019 Q4	$6.67M	Buy	+163,634	New	+$6.43M	4.88%	6
2019 Q2	$6.04M	Sell	157,767 -532	-0.3%	-$20K	3.74%	8
2019 Q1	$5.79M	Buy	158,299 +7,561	+5%	+$268K	3.47%	9
2018 Q4	$5.77M	Hold	150,738	–	–	4.01%	5
2018 Q3	$5.77M	Buy	150,738 +69,038	+85%	+$2.67M	4.01%	5
2018 Q2	$3.11M	Buy	+81,700	New	+$3.32M	2.98%	10

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

Lugano Financial Advisors SA (LFA)'s FEZ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 44% in Q2 2026, selling an estimated $2.09M and leaving 40,634 shares worth $2.79M. The position accounts for 1.68% of the portfolio, ranked #16.

Lugano Financial Advisors SA (LFA) first reported a position in FEZ in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.56M in Q2 2021. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 40,634 shares of State Street SPDR EURO STOXX 50 ETF worth $2.79M as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 31,315 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $2.09M.
State Street SPDR EURO STOXX 50 ETF made up 1.68% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #16 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s State Street SPDR EURO STOXX 50 ETF position peaked at $9.56M in Q2 2021.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.