Wealthspire Advisors (New York)’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-224	Closed	-$13.9K	–	1660
2025 Q3	$13.9K	Buy	+224	New	+$13.5K	﹤0.01%	1861
2021 Q4	–	Sell	-4,600	Closed	-$208K	–	572
2021 Q3	$208K	Hold	4,600	–	–	﹤0.01%	544
2021 Q2	$215K	Sell	4,600 -2,110	-31%	-$100K	0.01%	348
2021 Q1	$299K	Sell	6,710 -1,151	-15%	-$49.6K	0.01%	548
2020 Q4	$328K	Hold	7,861	–	–	0.01%	412
2020 Q3	$286K	Buy	+7,861	New	+$295K	0.02%	241

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s FEZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2025, closing a stake of 224 shares — an estimated $13.9K sold.

Wealthspire Advisors (New York) first reported a position in FEZ in Q3 2020 and held it in 6 quarters. The position peaked at $328K in Q4 2020. 350 funds tracked by Wall St. Rank hold FEZ as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 224 State Street SPDR EURO STOXX 50 ETF shares in Q4 2025, an estimated $13.9K.
Wealthspire Advisors (New York) first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2020 and held it in 6 quarters.
Wealthspire Advisors (New York)'s State Street SPDR EURO STOXX 50 ETF position peaked at $328K in Q4 2020.
350 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.