Root Financial Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Root Financial Partners’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	$17.7K	Buy	+263	New	+$18.3K	﹤0.01%	1614
2026 Q2	–	Sell	-233	Closed	-$14.5K	–	1355
2026 Q1	$14.5K	Hold	233	–	–	﹤0.01%	1506
2025 Q4	$15K	Buy	233 +54	+30%	+$3.41K	﹤0.01%	1315
2025 Q3	$11.1K	Buy	+179	New	+$10.7K	﹤0.01%	1414

Other funds holding FEZ

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Root Financial Partners's FEZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2026: 263 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1614 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FEZ as recently as Q1 2026.

Root Financial Partners first reported a position in FEZ in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

Root Financial Partners held 263 shares of State Street SPDR EURO STOXX 50 ETF worth $17.7K as of Q3 2026.
State Street SPDR EURO STOXX 50 ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1614 holding.
Root Financial Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.