Richards, Merrill & Peterson’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Richards, Merrill & Peterson’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	$92.9K	Hold	1,380	–	–	0.03%	224
2026 Q2	$94.8K	Hold	1,380	–	–	0.03%	224
2026 Q1	$85.7K	Hold	1,380	–	–	0.03%	216
2025 Q4	$88.9K	Hold	1,380	–	–	0.03%	200
2025 Q3	$85.7K	Hold	1,380	–	–	0.04%	180
2025 Q2	$82.4K	Hold	1,380	–	–	0.04%	168
2025 Q1	$75.1K	Hold	1,380	–	–	0.04%	216
2024 Q4	$66.4K	Buy	+1,380	New	+$68.8K	0.03%	217

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

Richards, Merrill & Peterson's FEZ Position: Q3 2026 in Review

Richards, Merrill & Peterson held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q3 2026 at 1,380 shares worth $92.9K. The position accounts for 0.03% of the portfolio, ranked #224.

Richards, Merrill & Peterson first reported a position in FEZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $94.8K in Q2 2026. 201 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

Richards, Merrill & Peterson held 1,380 shares of State Street SPDR EURO STOXX 50 ETF worth $92.9K as of Q3 2026.
Richards, Merrill & Peterson left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q3 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #224 holding.
Richards, Merrill & Peterson first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's State Street SPDR EURO STOXX 50 ETF position peaked at $94.8K in Q2 2026.
201 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.