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

Summit Financial’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	$3.86M	Buy	56,165 +1,011	+2%	+$67.5K	0.04%	420
2026 Q1	$3.42M	Sell	55,154 -1,721	-3%	-$113K	0.04%	420
2025 Q4	$3.66M	Buy	56,875 +1,016	+2%	+$64.1K	0.05%	332
2025 Q3	$3.47M	Sell	55,859 -1,176	-2%	-$70.6K	0.05%	342
2025 Q2	$3.41M	Buy	57,035 +2,337	+4%	+$134K	0.08%	215
2025 Q1	$2.98M	Buy	+54,698	New	+$2.92M	0.08%	206

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

Summit Financial's FEZ Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.8% in Q2 2026, buying an estimated $67.5K and bringing the position to 56,165 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #420.

Summit Financial first reported a position in FEZ in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Summit Financial held 56,165 shares of State Street SPDR EURO STOXX 50 ETF worth $3.86M as of Q2 2026.
Summit Financial bought 1,011 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $67.5K.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #420 holding.
Summit Financial first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2025 and has held it in 6 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.