SWM
FEZ icon

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

SFG 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
2025
Q3 		– Sell
-3,461
Closed -$207K – 132
2025
Q2 		$207K Buy
+3,461
New +$198K 0.12% 81

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

SFG Wealth Management's FEZ Position: Q3 2025 in Review

SFG Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2025, closing a stake of 3,461 shares — an estimated $207K sold.

SFG Wealth Management first reported a position in FEZ in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 333 funds tracked by Wall St. Rank hold FEZ as of Q3 2025.

  • SFG Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2025 after selling out during the quarter.
  • SFG Wealth Management sold 3,461 State Street SPDR EURO STOXX 50 ETF shares in Q3 2025, an estimated $207K.
  • SFG Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and held it in 1 quarter.
  • SFG Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $207K in Q2 2025.
  • 333 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2025.

Based on SFG Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.