Merit Financial Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Merit Financial Group’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	$777K	Hold	11,320	–	–	﹤0.01%	1222
2026 Q1	$703K	Sell	11,320 -89	-0.8%	-$5.83K	0.01%	1170
2025 Q4	$735K	Buy	+11,409	New	+$720K	0.01%	1084
2024 Q1	–	Sell	-4,949	Closed	-$237K	–	876
2023 Q4	$237K	Sell	4,949 -25,707	-84%	-$1.13M	0.01%	680
2023 Q3	$1.29M	Buy	30,656 +2,053	+7%	+$91.7K	0.04%	280
2023 Q2	$1.32M	Buy	28,603 +16,554	+137%	+$754K	0.04%	291
2023 Q1	$541K	Buy	+12,049	New	+$518K	0.02%	383

Other funds holding FEZ

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Merit Financial Group's FEZ Position: Q2 2026 in Review

Merit Financial Group held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q2 2026 at 11,320 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Merit Financial Group first reported a position in FEZ in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2023. 68 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Merit Financial Group held 11,320 shares of State Street SPDR EURO STOXX 50 ETF worth $777K as of Q2 2026.
Merit Financial Group left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1222 holding.
Merit Financial Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2023 and has held it in 7 quarters since.
Merit Financial Group's State Street SPDR EURO STOXX 50 ETF position peaked at $1.32M in Q2 2023.
68 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.