Perennial Investment Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Perennial Investment Advisors’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 Q1	–	Sell	-3,150	Closed	-$203K	–	527
2025 Q4	$203K	Buy	+3,150	New	+$199K	0.02%	469
2023 Q4	–	Sell	-7,656	Closed	-$322K	–	354
2023 Q3	$322K	Buy	7,656 +151	+2%	+$6.75K	0.06%	232
2023 Q2	$345K	Buy	+7,505	New	+$342K	0.06%	226

Other funds holding FEZ

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Perennial Investment Advisors's FEZ Position: Q1 2026 in Review

Perennial Investment Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2026, closing a stake of 3,150 shares — an estimated $203K sold.

Perennial Investment Advisors first reported a position in FEZ in Q2 2023 and held it in 3 quarters. The position peaked at $345K in Q2 2023. 335 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

Perennial Investment Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 3,150 State Street SPDR EURO STOXX 50 ETF shares in Q1 2026, an estimated $203K.
Perennial Investment Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2023 and held it in 3 quarters.
Perennial Investment Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $345K in Q2 2023.
335 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.