Retirement Guys Formula’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Retirement Guys Formula’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	-12,691	Closed	-$817K	–	164
2025 Q4	$817K	Sell	12,691 -57,540	-82%	-$3.63M	0.37%	98
2025 Q3	$4.36M	Sell	70,231 -16,120	-19%	-$968K	1.54%	13
2025 Q2	$5.16M	Buy	+86,351	New	+$4.93M	1.96%	10
2024 Q3	–	Sell	-90,538	Closed	-$4.53M	–	130
2024 Q2	$4.53M	Buy	90,538 +902	+1%	+$46.8K	2.17%	9
2024 Q1	$4.71M	Sell	89,636 -695	-0.8%	-$34.3K	2.3%	7
2023 Q4	$4.32M	Buy	+90,331	New	+$3.99M	2.32%	8
2023 Q3	–	Sell	-98,286	Closed	-$4.52M	–	127
2023 Q2	$4.52M	Sell	98,286 -4,664	-5%	-$213K	2.62%	8
2023 Q1	$4.62M	Sell	102,950 -11,490	-10%	-$494K	3.31%	4
2022 Q4	$4.43M	Buy	+114,440	New	+$4.18M	3.63%	4

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

Retirement Guys Formula's FEZ Position: Q1 2026 in Review

Retirement Guys Formula sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2026, closing a stake of 12,691 shares — an estimated $817K sold.

Retirement Guys Formula first reported a position in FEZ in Q4 2022 and held it in 9 quarters. The position peaked at $5.16M in Q2 2025. 335 funds tracked by Wall St. Rank hold FEZ as of Q1 2026.

Retirement Guys Formula reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2026 after selling out during the quarter.
Retirement Guys Formula sold 12,691 State Street SPDR EURO STOXX 50 ETF shares in Q1 2026, an estimated $817K.
Retirement Guys Formula first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2022 and held it in 9 quarters.
Retirement Guys Formula's State Street SPDR EURO STOXX 50 ETF position peaked at $5.16M in Q2 2025.
335 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.