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United Financial Planning Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

United Financial Planning Group’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 		$17.4K Hold
253
– – 0.01% 181
2026
Q1 		$15.7K Buy
+253
New +$16.6K 0.01% 160

Other funds holding FEZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

United Financial Planning Group's FEZ Position: Q2 2026 in Review

United Financial Planning Group held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q2 2026 at 253 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #181.

United Financial Planning Group first reported a position in FEZ in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

  • United Financial Planning Group held 253 shares of State Street SPDR EURO STOXX 50 ETF worth $17.4K as of Q2 2026.
  • United Financial Planning Group left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q2 2026.
  • State Street SPDR EURO STOXX 50 ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #181 holding.
  • United Financial Planning Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.