Ritholtz Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Ritholtz Wealth Management’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	$2.86M	Buy	41,658 +1	+0%	+$67	0.04%	323
2026 Q1	$2.59M	Buy	41,657 +47	+0.1%	+$3.08K	0.04%	312
2025 Q4	$2.68M	Hold	41,610	–	–	0.05%	279
2025 Q3	$2.58M	Sell	41,610 -13	-0%	-$781	0.05%	266
2025 Q2	$2.49M	Sell	41,623 -650	-2%	-$37.1K	0.05%	238
2025 Q1	$2.3M	Hold	42,273	–	–	0.07%	220
2024 Q4	$2.04M	Sell	42,273 -134	-0.3%	-$6.68K	0.06%	231
2024 Q3	$2.26M	Sell	42,407 -131	-0.3%	-$6.68K	0.07%	205
2024 Q2	$2.13M	Sell	42,538 -3,857	-8%	-$200K	0.07%	194
2024 Q1	$2.44M	Sell	46,395 -5,056	-10%	-$250K	0.08%	160
2023 Q4	$2.46M	Hold	51,451	–	–	0.1%	132
2023 Q3	$2.16M	Hold	51,451	–	–	0.1%	127
2023 Q2	$2.37M	Buy	51,451 +650	+1%	+$29.6K	0.11%	115
2023 Q1	$2.28M	Hold	50,801	–	–	0.11%	111
2022 Q4	$1.97M	Sell	50,801 -33	-0.1%	-$1.21K	0.11%	128
2022 Q3	$1.56M	Sell	50,834 -5,130	-9%	-$177K	0.08%	171
2022 Q2	$1.95M	Sell	55,964 -2,515	-4%	-$95.9K	0.12%	94
2022 Q1	$2.41M	Sell	58,479 -1,386	-2%	-$60.2K	0.16%	66
2021 Q4	$2.79M	Hold	59,865	–	–	0.17%	60
2021 Q3	$2.71M	Sell	59,865 -850	-1%	-$40.1K	0.19%	56
2021 Q2	$2.84M	Hold	60,715	–	–	0.2%	51
2021 Q1	$2.7M	Hold	60,715	–	–	0.23%	46
2020 Q4	$2.53M	Hold	60,715	–	–	0.24%	43
2020 Q3	$2.21M	Sell	60,715 -39,230	-39%	-$1.47M	0.25%	40
2020 Q2	$3.55M	Sell	99,945 -6,747	-6%	-$218K	0.46%	25
2020 Q1	$3.15M	Sell	106,692 -14,709	-12%	-$538K	0.5%	18
2019 Q4	$4.95M	Buy	121,401 +79	+0.1%	+$3.11K	0.72%	15
2019 Q3	$4.58M	Buy	121,322 +44	+0%	+$1.64K	0.74%	15
2019 Q2	$4.64M	Sell	121,278 -15,357	-11%	-$578K	0.79%	15
2019 Q1	$5M	Sell	136,635 -239,272	-64%	-$8.49M	0.92%	15
2018 Q4	$12.5M	Buy	375,907 +369,107	+5,428%	+$13M	2.83%	11
2018 Q3	$260K	Hold	6,800	–	–	0.07%	97
2018 Q2	$261K	Hold	6,800	–	–	0.07%	98
2018 Q1	$274K	Hold	6,800	–	–	0.08%	88
2017 Q4	$277K	Hold	6,800	–	–	0.08%	92
2017 Q3	$281K	Hold	6,800	–	–	0.11%	60
2017 Q2	$262K	Buy	+6,800	New	+$261K	0.11%	58
2016 Q4	$257K	Buy	+7,690	New	+$249K	0.13%	61

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

Ritholtz Wealth Management's FEZ Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 0% in Q2 2026, buying an estimated $67 and bringing the position to 41,658 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #323.

Ritholtz Wealth Management first reported a position in FEZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.5M in Q4 2018. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Ritholtz Wealth Management held 41,658 shares of State Street SPDR EURO STOXX 50 ETF worth $2.86M as of Q2 2026.
Ritholtz Wealth Management bought 1 State Street SPDR EURO STOXX 50 ETF share in Q2 2026, an estimated $67.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #323 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2016 and has held it in 38 quarters since.
Ritholtz Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $12.5M in Q4 2018.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.