James T. Borello RIA’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

James T. Borello RIA’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 Q3	$36.7K	Hold	545	–	–	0.01%	291
2026 Q2	$37.4K	Hold	545	–	–	0.01%	278
2026 Q1	$33.8K	Hold	545	–	–	0.01%	265
2025 Q4	$35.1K	Hold	545	–	–	0.01%	205
2025 Q3	$33.9K	Hold	545	–	–	0.01%	185
2025 Q2	$32.6K	Hold	545	–	–	0.01%	161
2025 Q1	$29.7K	Hold	545	–	–	0.01%	140
2024 Q4	$26.2K	Hold	545	–	–	0.01%	127
2024 Q3	$29K	Sell	545 -497	-48%	-$25.3K	0.01%	113
2024 Q2	$52.1K	Hold	1,042	–	–	0.02%	94
2024 Q1	$54.8K	Hold	1,042	–	–	0.03%	92
2023 Q4	$49.8K	Buy	+1,042	New	+$46K	0.04%	70

Other funds holding FEZ

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

FFS

Fortress Financial Solutions Tucson, Arizona $118M AUM

James T. Borello RIA's FEZ Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR EURO STOXX 50 ETF (FEZ) position steady in Q3 2026 at 545 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #291.

James T. Borello RIA first reported a position in FEZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $54.8K in Q1 2024. 33 funds tracked by Wall St. Rank hold FEZ as of Q3 2026.

James T. Borello RIA held 545 shares of State Street SPDR EURO STOXX 50 ETF worth $36.7K as of Q3 2026.
James T. Borello RIA left its State Street SPDR EURO STOXX 50 ETF share count unchanged in Q3 2026.
State Street SPDR EURO STOXX 50 ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #291 holding.
James T. Borello RIA first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR EURO STOXX 50 ETF position peaked at $54.8K in Q1 2024.
33 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.