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 Q3	–	Sell	-19,797	Closed	-$1.36M	–	177
2026 Q2	$1.36M	Buy	+19,797	New	+$1.32M	0.51%	76
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Retirement Guys Formula's FEZ Position: Q3 2026 in Review

Retirement Guys Formula sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2026, closing a stake of 19,797 shares — an estimated $1.36M sold.

Retirement Guys Formula first reported a position in FEZ in Q4 2022 and held it in 10 quarters. The position peaked at $5.16M in Q2 2025. 201 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

Retirement Guys Formula reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2026 after selling out during the quarter.
Retirement Guys Formula sold 19,797 State Street SPDR EURO STOXX 50 ETF shares in Q3 2026, an estimated $1.36M.
Retirement Guys Formula first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2022 and held it in 10 quarters.
Retirement Guys Formula's State Street SPDR EURO STOXX 50 ETF position peaked at $5.16M in Q2 2025.
201 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.