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

Regal 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
2025 Q4	–	Sell	-4,062	Closed	-$252K	–	593
2025 Q3	$252K	Sell	4,062 -8,572	-68%	-$515K	0.02%	494
2025 Q2	$755K	Buy	+12,634	New	+$722K	0.06%	279
2015 Q4	–	Sell	-200	Closed	-$6K	–	475
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	779
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	699
2015 Q1	$8K	Buy	+200	New	+$7.56K	﹤0.01%	727

Other funds holding FEZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Regal Investment Advisors's FEZ Position: Q4 2025 in Review

Regal Investment Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2025, closing a stake of 4,062 shares — an estimated $252K sold.

Regal Investment Advisors first reported a position in FEZ in Q1 2015 and held it in 5 quarters. The position peaked at $755K in Q2 2025. 351 funds tracked by Wall St. Rank hold FEZ as of Q4 2025.

Regal Investment Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2025 after selling out during the quarter.
Regal Investment Advisors sold 4,062 State Street SPDR EURO STOXX 50 ETF shares in Q4 2025, an estimated $252K.
Regal Investment Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2015 and held it in 5 quarters.
Regal Investment Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $755K in Q2 2025.
351 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2025.

Based on Regal Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.