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Private Wealth Advisors (California)’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Private Wealth Advisors (California)’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 		$9.58M Buy
139,494
+32,017
+30% +$2.14M 2.45% 10
2026
Q1 		$6.67M Buy
107,477
+2,259
+2% +$148K 1.88% 18
2025
Q4 		$6.77M Buy
105,218
+3,773
+4% +$238K 2.16% 13
2025
Q3 		$6.3M Sell
101,445
-19,177
-16% -$1.15M 2.12% 12
2025
Q2 		$7.2M Buy
120,622
+2,223
+2% +$127K 2.64% 12
2025
Q1 		$6.44M Sell
118,399
-34,777
-23% -$1.86M 2.33% 15
2024
Q4 		$7.38M Buy
153,176
+15,723
+11% +$784K 2.89% 8
2024
Q3 		$7.2M Buy
137,453
+10,076
+8% +$514K 2.76% 10
2024
Q2 		$6.44M Sell
127,377
-13,859
-10% -$719K 2.48% 12
2024
Q1 		$7.42M Sell
141,236
-8,649
-6% -$427K 3.02% 12
2023
Q4 		$7.17M Sell
149,885
-4,373
-3% -$193K 2.79% 13
2023
Q3 		$6.48M Sell
154,258
-18,475
-11% -$825K 2.74% 10
2023
Q2 		$7.94M Sell
172,733
-839
-0.5% -$38.2K 3.25% 8
2023
Q1 		$7.79M Sell
173,572
-6,390
-4% -$275K 3.28% 10
2022
Q4 		$6.96M Buy
179,962
+8,381
+5% +$306K 2.34% 16
2022
Q3 		$5.28M Buy
171,581
+998
+0.6% +$34.4K 2.46% 13
2022
Q2 		$6.32M Sell
170,583
-154,792
-48% -$5.91M 2.33% 16
2022
Q1 		$13.4M Sell
325,375
-58,606
-15% -$2.55M 4.27% 6
2021
Q4 		$17.9M Buy
383,981
+7,358
+2% +$344K 3.83% 10
2021
Q3 		$16.9M Buy
376,623
+51,988
+16% +$2.45M 4.05% 8
2021
Q2 		$15.2M Buy
324,635
+21,698
+7% +$1.03M 4.66% 6
2021
Q1 		$13.5M Buy
302,937
+83,237
+38% +$3.59M 4.57% 8
2020
Q4 		$9.34M Sell
219,700
-36,978
-14% -$1.44M 3.23% 9
2020
Q3 		$9.33M Buy
256,678
+49,329
+24% +$1.85M 4.83% 7
2020
Q2 		$7.37M Buy
207,349
+21,207
+11% +$684K 5.13% 5
2020
Q1 		$5.49M Sell
186,142
-15,538
-8% -$568K 4.5% 10
2019
Q4 		$8.23M Buy
201,680
+83,579
+71% +$3.29M 4.73% 7
2019
Q3 		$4.46M Buy
118,101
+3,086
+3% +$115K 2.9% 10
2019
Q2 		$4.21M Hold
115,015
– – 2.86% 10
2019
Q1 		$4.21M Buy
115,015
+11,309
+11% +$401K 2.86% 10
2018
Q4 		$3.45M Buy
+103,706
New +$3.64M 2.79% 11

Other funds holding FEZ

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
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Private Wealth Advisors (California)'s FEZ Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 30% in Q2 2026, buying an estimated $2.14M and bringing the position to 139,494 shares worth $9.58M. The position accounts for 2.45% of the portfolio, ranked #10.

Private Wealth Advisors (California) first reported a position in FEZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.9M in Q4 2021. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

  • Private Wealth Advisors (California) held 139,494 shares of State Street SPDR EURO STOXX 50 ETF worth $9.58M as of Q2 2026.
  • Private Wealth Advisors (California) bought 32,017 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $2.14M.
  • State Street SPDR EURO STOXX 50 ETF made up 2.45% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #10 holding.
  • Private Wealth Advisors (California) first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2018 and has held it in 31 quarters since.
  • Private Wealth Advisors (California)'s State Street SPDR EURO STOXX 50 ETF position peaked at $17.9M in Q4 2021.
  • 355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.