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Planning Directions’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Planning Directions’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 		– Sell
-27,722
Closed -$1.51M – 92
2025
Q1 		$1.51M Buy
+27,722
New +$1.48M 0.64% 34

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Planning Directions's FEZ Position: Q2 2025 in Review

Planning Directions sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2025, closing a stake of 27,722 shares — an estimated $1.51M sold.

Planning Directions first reported a position in FEZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.51M in Q1 2025. 343 funds tracked by Wall St. Rank hold FEZ as of Q2 2025.

  • Planning Directions reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 27,722 State Street SPDR EURO STOXX 50 ETF shares in Q2 2025, an estimated $1.51M.
  • Planning Directions first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2025 and held it in 1 quarter.
  • Planning Directions's State Street SPDR EURO STOXX 50 ETF position peaked at $1.51M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.