FEZ — SPDR EURO STOXX 50 ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  23 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPDR EURO STOXX 50 ETF (FEZ) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows FEZ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FEZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in SPDR EURO STOXX 50 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FEZ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FEZ stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held FEZ — position size vs. price
% of Fund (quarterly)    FEZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,401 -795 -15.3% 0.02% $273K 2026-04-13 $66.42
2025 Q4 REDUCED 5,196 -272 -5.0% 0.02% $335K 2026-02-06 $67.40
2025 Q3 ADDED 5,468 +846 +18.3% 0.02% $340K 2025-11-14 (Est.) $62.61
2025 Q2 ADDED 4,622 +1,096 +31.1% 0.02% $276K 2025-08-04 $57.28
2025 Q1 ADDED 3,526 +2,760 +360.3% 0.02% $192K 2025-04-23 $53.69
2024 Q4 REDUCED 766 -6 -0.8% 0.00% $37K 2025-02-10 $51.26
2024 Q3 REDUCED 772 -50 -6.1% 0.00% $41K 2024-10-28 $49.54
2024 Q2 REDUCED 822 -261 -24.1% 0.00% $41K 2024-08-06 $46.03
2024 Q1 REDUCED 1,083 -5,627 -83.9% 0.01% $57K 2024-05-01 $47.51
2023 Q4 REDUCED 6,710 -4,026 -37.5% 0.03% $321K 2024-01-10 $44.23
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FEZ

As of 2026 Q1 — sorted by position size

Arch Global Advisors, LLC 2.77% TTP Investments, Inc. 3Y 7Y 2.13% Upper Left Wealth Management, LLC 3Y 1.77% Robinhood Asset Management, LLC 1.76% Financial Enhancement Group LLC 3Y 7Y 1.27% Financial Management Professionals, Inc. 3Y 7Y 1.01% Sandbox Financial Partners, LLC 3Y 0.92% COURIER CAPITAL LLC 3Y 7Y 0.88% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.56% Eagle Strategies LLC 3Y 0.4%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FEZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning FEZ?

CREATIVE FINANCIAL DESIGNS INC /ADV reported FEZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FEZ position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for FEZ was 0.03% in 2023 Q4.

What is the latest reported FEZ position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 4,401 shares, equal to 0.02% of portfolio, with an estimated market value of $273K.

What does the chart on this FEZ ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly FEZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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