TRUE Private Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

TRUE Private Wealth Advisors’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	$1.41M	Buy	20,514 +244	+1%	+$16.3K	0.12%	116
2026 Q1	$1.26M	Buy	20,270 +3,582	+21%	+$235K	0.12%	105
2025 Q4	$1.07M	Buy	16,688 +779	+5%	+$49.2K	0.11%	111
2025 Q3	$988K	Buy	+15,909	New	+$955K	0.1%	112
2021 Q1	–	Sell	-2,576	Closed	-$107K	–	403
2020 Q4	$107K	Buy	2,576 +7	+0.3%	+$273	0.02%	262
2020 Q3	$93K	Buy	2,569 +6	+0.2%	+$225	0.02%	259
2020 Q2	$91K	Buy	2,563 +1,212	+90%	+$39.1K	0.02%	245
2020 Q1	$39K	Hold	1,351	–	–	0.01%	309
2019 Q4	$55K	Buy	+1,351	New	+$53.1K	0.01%	357
2019 Q3	–	Sell	-1,351	Closed	-$51K	–	398
2019 Q2	$51K	Buy	+1,351	New	+$50.9K	0.01%	342
2018 Q4	–	Sell	-1,351	Closed	-$51.7K	–	483
2018 Q3	$51.7K	Buy	+1,351	New	+$52.3K	0.01%	455

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

TRUE Private Wealth Advisors's FEZ Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.2% in Q2 2026, buying an estimated $16.3K and bringing the position to 20,514 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #116.

TRUE Private Wealth Advisors first reported a position in FEZ in Q3 2018 and has held it in 11 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

TRUE Private Wealth Advisors held 20,514 shares of State Street SPDR EURO STOXX 50 ETF worth $1.41M as of Q2 2026.
TRUE Private Wealth Advisors bought 244 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $16.3K.
State Street SPDR EURO STOXX 50 ETF made up 0.12% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #116 holding.
TRUE Private Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2018 and has held it in 11 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.