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

Newbridge Financial Services 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	$325K	Sell	4,727 -74	-2%	-$4.94K	0.04%	195
2026 Q1	$298K	Buy	4,801 +6	+0.1%	+$393	0.05%	178
2025 Q4	$309K	Sell	4,795 -13,848	-74%	-$874K	0.05%	182
2025 Q3	$1.16M	Buy	18,643 +13,618	+271%	+$818K	0.17%	103
2025 Q2	$300K	Sell	5,025 -190	-4%	-$10.9K	0.05%	240
2025 Q1	$284K	Buy	5,215 +302	+6%	+$16.1K	0.07%	162
2024 Q4	$237K	Sell	4,913 -637	-11%	-$31.7K	0.06%	190
2024 Q3	$295K	Buy	5,550 +255	+5%	+$13K	0.1%	123
2024 Q2	$265K	Buy	5,295 +459	+9%	+$23.8K	0.1%	151
2024 Q1	$254K	Buy	4,836 +321	+7%	+$15.8K	0.11%	160
2023 Q4	$216K	Sell	4,515 -307	-6%	-$13.6K	0.11%	178
2023 Q3	$203K	Buy	4,822 +2,610	+118%	+$117K	0.1%	186
2023 Q2	$102K	Buy	2,212 +1,054	+91%	+$48K	0.05%	312
2023 Q1	$52K	Buy	+1,158	New	+$49.8K	0.03%	458

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

Newbridge Financial Services Group's FEZ Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.5% in Q2 2026, selling an estimated $4.94K and leaving 4,727 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #195.

Newbridge Financial Services Group first reported a position in FEZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.16M in Q3 2025. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Newbridge Financial Services Group held 4,727 shares of State Street SPDR EURO STOXX 50 ETF worth $325K as of Q2 2026.
Newbridge Financial Services Group sold 74 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $4.94K.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #195 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2023 and has held it in 14 quarters since.
Newbridge Financial Services Group's State Street SPDR EURO STOXX 50 ETF position peaked at $1.16M in Q3 2025.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.