Retirement Planning Group (Kansas)’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Retirement Planning Group (Kansas)’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	$400K	Sell	5,825 -20,235	-78%	-$1.35M	0.01%	375
2026 Q1	$1.62M	Buy	26,060 +190	+0.7%	+$12.5K	0.05%	153
2025 Q4	$1.67M	Hold	25,870	–	–	0.05%	140
2025 Q3	$1.61M	Hold	25,870	–	–	0.06%	131
2025 Q2	$1.55M	Hold	25,870	–	–	0.07%	105
2025 Q1	$1.41M	Hold	25,870	–	–	0.07%	103
2024 Q4	$1.25M	Hold	25,870	–	–	0.06%	108
2024 Q3	$1.38M	Hold	25,870	–	–	0.08%	106
2024 Q2	$1.29M	Sell	25,870 -6,104	-19%	-$317K	0.08%	89
2024 Q1	$1.68M	Hold	31,974	–	–	0.13%	72
2023 Q4	$1.53M	Hold	31,974	–	–	0.14%	55
2023 Q3	$1.34M	Hold	31,974	–	–	0.14%	50
2023 Q2	$1.47M	Sell	31,974 -155	-0.5%	-$7.06K	0.15%	49
2023 Q1	$1.44M	Hold	32,129	–	–	0.15%	49
2022 Q4	$1.24M	Buy	32,129 +884	+3%	+$32.3K	0.14%	55
2022 Q3	$961K	Buy	+31,245	New	+$1.08M	0.12%	56

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 Planning Group (Kansas)'s FEZ Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 78% in Q2 2026, selling an estimated $1.35M and leaving 5,825 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #375.

Retirement Planning Group (Kansas) first reported a position in FEZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q1 2024. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Retirement Planning Group (Kansas) held 5,825 shares of State Street SPDR EURO STOXX 50 ETF worth $400K as of Q2 2026.
Retirement Planning Group (Kansas) sold 20,235 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $1.35M.
State Street SPDR EURO STOXX 50 ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #375 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2022 and has held it in 16 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR EURO STOXX 50 ETF position peaked at $1.68M in Q1 2024.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.