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National Wealth Management Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

National Wealth 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
2025
Q4 		– Sell
-5,994
Closed -$372K – 261
2025
Q3 		$372K Buy
5,994
+623
+12% +$37.4K 0.14% 164
2025
Q2 		$321K Buy
+5,371
New +$307K 0.18% 125

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

National Wealth Management Group's FEZ Position: Q4 2025 in Review

National Wealth Management Group sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2025, closing a stake of 5,994 shares — an estimated $372K sold.

National Wealth Management Group first reported a position in FEZ in Q2 2025 and held it in 2 quarters. The position peaked at $372K in Q3 2025. 351 funds tracked by Wall St. Rank hold FEZ as of Q4 2025.

  • National Wealth Management Group reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,994 State Street SPDR EURO STOXX 50 ETF shares in Q4 2025, an estimated $372K.
  • National Wealth Management Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and held it in 2 quarters.
  • National Wealth Management Group's State Street SPDR EURO STOXX 50 ETF position peaked at $372K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.