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 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Richards, Merrill & Peterson's FEZ Position: Q2 2026 in Review

Richards, Merrill & Peterson held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q2 2026 at 1,380 shares worth $94.8K. 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 7 quarters since. 122 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Richards, Merrill & Peterson held 1,380 shares of State Street SPDR EURO STOXX 50 ETF worth $94.8K as of Q2 2026.
Richards, Merrill & Peterson left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q2 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q2 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 7 quarters since.
122 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.