Marshall & Sterling Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Marshall & Sterling Wealth Advisors’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	$2.95M	Buy	43,002 +6,918	+19%	+$462K	1.75%	17
2026 Q1	$2.24M	Sell	36,084 -9,501	-21%	-$623K	1.47%	19
2025 Q4	$2.94M	Buy	45,585 +4,951	+12%	+$312K	1.94%	16
2025 Q3	$2.52M	Buy	40,634 +147	+0.4%	+$8.83K	1.61%	16
2025 Q2	$2.41M	Buy	40,487 +37,423	+1,221%	+$2.14M	1.63%	17
2025 Q1	$167K	Buy	+3,064	New	+$164K	0.11%	91

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

Marshall & Sterling Wealth Advisors's FEZ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 19% in Q2 2026, buying an estimated $462K and bringing the position to 43,002 shares worth $2.95M. The position accounts for 1.75% of the portfolio, ranked #17.

Marshall & Sterling Wealth Advisors first reported a position in FEZ in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Marshall & Sterling Wealth Advisors held 43,002 shares of State Street SPDR EURO STOXX 50 ETF worth $2.95M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 6,918 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $462K.
State Street SPDR EURO STOXX 50 ETF made up 1.75% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2025 and has held it in 6 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.