Milestone Asset Management Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Milestone Asset Management 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	$877K	Buy	12,768 +182	+1%	+$12.2K	0.44%	56
2026 Q1	$781K	Buy	12,586 +16	+0.1%	+$1.05K	0.46%	55
2025 Q4	$809K	Sell	12,570 -2	-0%	-$126	0.46%	53
2025 Q3	$781K	Sell	12,572 -59	-0.5%	-$3.54K	0.49%	52
2025 Q2	$754K	Buy	12,631 +198	+2%	+$11.3K	0.56%	50
2025 Q1	$676K	Buy	12,433 +29	+0.2%	+$1.55K	0.61%	50
2024 Q4	$597K	Buy	+12,404	New	+$618K	0.53%	51

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

Milestone Asset Management Group's FEZ Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 12,768 shares worth $877K. The position accounts for 0.44% of the portfolio, ranked #56.

Milestone Asset Management Group first reported a position in FEZ in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Milestone Asset Management Group held 12,768 shares of State Street SPDR EURO STOXX 50 ETF worth $877K as of Q2 2026.
Milestone Asset Management Group bought 182 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR EURO STOXX 50 ETF made up 0.44% of Milestone Asset Management Group's portfolio in Q2 2026, its #56 holding.
Milestone Asset Management Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.