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 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

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

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Retirement Guys Formula's FEZ Position: Q2 2026 in Review

Retirement Guys Formula opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2026: 19,797 shares worth $1.36M. The stake represents 0.51% of the portfolio and ranks #76 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in FEZ as recently as Q4 2025.

Retirement Guys Formula first reported a position in FEZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.16M in Q2 2025. 354 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Retirement Guys Formula held 19,797 shares of State Street SPDR EURO STOXX 50 ETF worth $1.36M as of Q2 2026.
State Street SPDR EURO STOXX 50 ETF was a new Retirement Guys Formula position in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.51% of Retirement Guys Formula's portfolio in Q2 2026, its #76 holding.
Retirement Guys Formula first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2022 and has held it in 10 quarters since.
Retirement Guys Formula's State Street SPDR EURO STOXX 50 ETF position peaked at $5.16M in Q2 2025.
354 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.