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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.41M Buy
49,665
+1,369
+3% +$91.4K 1.89% 23
2026
Q1
$3M Buy
48,296
+41
+0.1% +$2.69K 1.77% 24
2025
Q4
$3.11M Buy
48,255
+1,593
+3% +$101K 1.89% 23
2025
Q3
$2.9M Sell
46,662
-36
-0.1% -$2.16K 1.82% 24
2025
Q2
$2.79M Sell
46,698
-378
-0.8% -$21.6K 1.86% 22
2025
Q1
$2.56M Buy
47,076
+101
+0.2% +$5.4K 1.84% 24
2024
Q4
$2.26M Buy
46,975
+2,112
+5% +$105K 1.93% 20
2024
Q3
$2.36M Buy
44,863
+10,953
+32% +$558K 2.06% 20
2024
Q2
$1.7M Buy
33,910
+2,086
+7% +$108K 1.53% 21
2024
Q1
$1.67M Sell
31,824
-7,936
-20% -$392K 1.55% 21
2023
Q4
$1.9M Buy
39,760
+961
+2% +$42.4K 1.86% 19
2023
Q3
$1.63M Buy
38,799
+1,996
+5% +$89.2K 1.7% 20
2023
Q2
$1.69M Buy
36,803
+558
+2% +$25.4K 1.88% 21
2023
Q1
$1.63M Sell
36,245
-128
-0.4% -$5.5K 1.85% 20
2022
Q4
$1.41M Sell
36,373
-5,830
-14% -$213K 1.66% 21
2022
Q3
$1.33M Sell
42,203
-5,736
-12% -$198K 1.73% 19
2022
Q2
$1.67M Sell
47,939
-3,943
-8% -$150K 1.93% 20
2022
Q1
$2.16M Buy
51,882
+14,940
+40% +$649K 2.24% 19
2021
Q4
$1.74M Buy
+36,942
New +$1.73M 1.74% 20

Other funds holding FEZ

Upper Left Wealth Management's FEZ Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 2.8% in Q2 2026, buying an estimated $91.4K and bringing the position to 49,665 shares worth $3.41M. The position accounts for 1.89% of the portfolio, ranked #23.

Upper Left Wealth Management first reported a position in FEZ in Q4 2021 and has held it in 19 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

  • Upper Left Wealth Management held 49,665 shares of State Street SPDR EURO STOXX 50 ETF worth $3.41M as of Q2 2026.
  • Upper Left Wealth Management bought 1,369 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $91.4K.
  • State Street SPDR EURO STOXX 50 ETF made up 1.89% of Upper Left Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2021 and has held it in 19 quarters since.
  • 355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.