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

Smallwood Wealth Investment 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	$12.3K	Buy	178 +3	+2%	+$200	0.01%	316
2026 Q1	$10.9K	Hold	175	–	–	0.01%	324
2025 Q4	$11.3K	Buy	175 +1	+0.6%	+$63	0.01%	304
2025 Q3	$10.8K	Hold	174	–	–	0.01%	314
2025 Q2	$10.4K	Buy	+174	New	+$9.94K	0.01%	317

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

Smallwood Wealth Investment Management's FEZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.7% in Q2 2026, buying an estimated $200 and bringing the position to 178 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #316.

Smallwood Wealth Investment Management first reported a position in FEZ in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Smallwood Wealth Investment Management held 178 shares of State Street SPDR EURO STOXX 50 ETF worth $12.3K as of Q2 2026.
Smallwood Wealth Investment Management bought 3 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $200.
State Street SPDR EURO STOXX 50 ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #316 holding.
Smallwood Wealth Investment Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2025 and has held it in 5 quarters since.
134 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.