Money Design’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Money Design’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
2025 Q2	$12.4M	Buy	208,020 +9,394	+5%	+$537K	0.58%	30
2025 Q1	$10.8M	Buy	198,626 +39,963	+25%	+$2.14M	0.54%	36
2024 Q4	$7.64M	Sell	158,663 -34,255	-18%	-$1.71M	0.39%	41
2024 Q3	$10.3M	Buy	192,918 +12,220	+7%	+$623K	0.51%	35
2024 Q2	$9.04M	Sell	180,698 -1,394	-0.8%	-$72.3K	0.49%	37
2024 Q1	$9.57M	Sell	182,092 -6,664	-4%	-$329K	0.52%	37
2023 Q4	$9.02M	Sell	188,756 -5,263	-3%	-$232K	0.51%	41
2023 Q3	$8.15M	Sell	194,019 -19,996	-9%	-$893K	0.5%	46
2023 Q2	$9.84M	Sell	214,015 -51,286	-19%	-$2.34M	0.58%	47
2023 Q1	$11.9M	Sell	265,301 -35,343	-12%	-$1.52M	0.7%	44
2022 Q4	$11.6M	Sell	300,644 -62,814	-17%	-$2.3M	0.73%	48
2022 Q3	$11.2M	Sell	363,458 -70,647	-16%	-$2.43M	0.79%	40
2022 Q2	$15.1M	Sell	434,105 -23,452	-5%	-$895K	1.13%	28
2022 Q1	$18.8M	Buy	457,557 +48,518	+12%	+$2.11M	1.28%	27
2021 Q4	$19M	Buy	409,039 +280,118	+217%	+$13.1M	1.29%	27
2021 Q3	$5.84M	Buy	+128,921	New	+$6.08M	0.48%	41
2021 Q1	–	Sell	-202,587	Closed	-$8.55M	–	66
2020 Q4	$8.55M	Sell	202,587 -299,427	-60%	-$11.7M	0.98%	32
2020 Q3	$18.2M	Buy	502,014 +117,535	+31%	+$4.41M	2.19%	18
2020 Q2	$13.7M	Sell	384,479 -179,259	-32%	-$5.78M	1.95%	20
2020 Q1	$16.6M	Buy	563,738 +166,720	+42%	+$6.1M	2.94%	12
2019 Q4	$16.1M	Buy	397,018 +8,754	+2%	+$344K	2.85%	13
2019 Q3	$14.7M	Buy	388,264 +29,595	+8%	+$1.1M	3.08%	11
2019 Q2	$13.7M	Buy	358,669 +45,046	+14%	+$1.7M	3.27%	11
2019 Q1	$11.5M	Buy	313,623 +308,853	+6,475%	+$11M	3.05%	14
2018 Q4	$159K	Buy	+4,770	New	+$168K	0.05%	39

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Money Design's FEZ Position: Q2 2025 in Review

Money Design increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 4.7% in Q2 2025, buying an estimated $537K and bringing the position to 208,020 shares worth $12.4M. The position accounts for 0.58% of the portfolio, ranked #30.

Money Design first reported a position in FEZ in Q4 2018 and has held it in 25 quarters since. The position peaked at $19M in Q4 2021. 343 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

Money Design held 208,020 shares of State Street SPDR EURO STOXX 50 ETF worth $12.4M as of Q2 2025.
Money Design bought 9,394 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $537K.
State Street SPDR EURO STOXX 50 ETF made up 0.58% of Money Design's portfolio in Q2 2025, its #30 holding.
Money Design first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2018 and has held it in 25 quarters since.
Money Design's State Street SPDR EURO STOXX 50 ETF position peaked at $19M in Q4 2021.
343 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.