Piedmont Capital Management (Montana)’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Piedmont Capital Management (Montana)’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	$17.1M	Sell	251,454 -130,968	-34%	-$8.74M	8.62%	4
2026 Q1	$24M	Buy	382,422 +9,413	+3%	+$617K	12.23%	2
2025 Q4	$24M	Buy	373,009 +2,962	+0.8%	+$187K	12.26%	1
2025 Q3	$23.2M	Buy	370,047 +27,543	+8%	+$1.65M	12.24%	3
2025 Q2	$20.5M	Buy	+342,504	New	+$19.6M	11.83%	2
2024 Q3	–	Sell	-52,594	Closed	-$2.76M	–	52
2024 Q2	$2.76M	Hold	52,594	–	–	1.87%	11
2024 Q1	$2.76M	Buy	52,594 +1,465	+3%	+$72.3K	1.87%	11
2023 Q4	$2.44M	Buy	51,129 +468	+0.9%	+$20.7K	1.78%	11
2023 Q3	$2.13M	Buy	50,661 +555	+1%	+$24.8K	1.7%	13
2023 Q2	$2.3M	Buy	+50,106	New	+$2.28M	1.75%	11

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

Piedmont Capital Management (Montana)'s FEZ Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 34% in Q2 2026, selling an estimated $8.74M and leaving 251,454 shares worth $17.1M. The position accounts for 8.62% of the portfolio, ranked #4.

Piedmont Capital Management (Montana) first reported a position in FEZ in Q2 2023 and has held it in 10 quarters since. The position peaked at $24M in Q1 2026. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Piedmont Capital Management (Montana) held 251,454 shares of State Street SPDR EURO STOXX 50 ETF worth $17.1M as of Q2 2026.
Piedmont Capital Management (Montana) sold 130,968 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $8.74M.
State Street SPDR EURO STOXX 50 ETF made up 8.62% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #4 holding.
Piedmont Capital Management (Montana) first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2023 and has held it in 10 quarters since.
Piedmont Capital Management (Montana)'s State Street SPDR EURO STOXX 50 ETF position peaked at $24M in Q1 2026.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.