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

Spire 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	$19.5K	Sell	284 -3,297	-92%	-$220K	﹤0.01%	1450
2026 Q1	$222K	Sell	3,581 -150	-4%	-$9.83K	0.01%	745
2025 Q4	$240K	Buy	3,731 +394	+12%	+$24.9K	0.01%	753
2025 Q3	$207K	Sell	3,337 -118,720	-97%	-$7.13M	0.01%	775
2025 Q2	$7.06M	Buy	122,057 +4,966	+4%	+$284K	0.25%	81
2025 Q1	$6.37M	Buy	117,091 +116,091	+11,609%	+$6.21M	0.2%	101
2024 Q4	$48.1K	Hold	1,000	–	–	﹤0.01%	1302
2024 Q3	$53.2K	Hold	1,000	–	–	﹤0.01%	1115
2024 Q2	$50K	Hold	1,000	–	–	﹤0.01%	1122
2024 Q1	$52.5K	Hold	1,000	–	–	﹤0.01%	1195
2023 Q4	$46.6K	Hold	1,000	–	–	﹤0.01%	1221
2023 Q3	$42K	Sell	1,000 -201	-17%	-$8.98K	﹤0.01%	1224
2023 Q2	$55.2K	Hold	1,201	–	–	﹤0.01%	1160
2023 Q1	$53.9K	Buy	1,201 +101	+9%	+$4.34K	﹤0.01%	1170
2022 Q4	$43K	Buy	1,100 +100	+10%	+$3.65K	﹤0.01%	1036
2022 Q3	$31K	Hold	1,000	–	–	﹤0.01%	1132
2022 Q2	$35K	Hold	1,000	–	–	﹤0.01%	1440
2022 Q1	$41K	Hold	1,000	–	–	﹤0.01%	1518
2021 Q4	$47K	Hold	1,000	–	–	﹤0.01%	1763
2021 Q3	$45K	Hold	1,000	–	–	﹤0.01%	1514
2021 Q2	$47K	Hold	1,000	–	–	﹤0.01%	1507
2021 Q1	$45K	Buy	+1,000	New	+$43.1K	﹤0.01%	1771

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

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

Spire Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 92% in Q2 2026, selling an estimated $220K and leaving 284 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Spire Wealth Management first reported a position in FEZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.06M in Q2 2025. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Spire Wealth Management held 284 shares of State Street SPDR EURO STOXX 50 ETF worth $19.5K as of Q2 2026.
Spire Wealth Management sold 3,297 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $220K.
State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1450 holding.
Spire Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $7.06M in Q2 2025.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.