FEZ — SPDR INDEX SHS FDS

Ownership history in Empowered Funds, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in SPDR INDEX SHS FDS (FEZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2023 Q2)
Avg. % of fund
0.04%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 37,271 +16,120 +76.2% 0.02% $2.3M $61.63
2025 Q2 REDUCED 21,151 -34,092 -61.7% 0.01% $1.3M $59.19
2025 Q1 ADDED 55,243 +14,385 +35.2% 0.04% $3.0M $52.94
2023 Q2 INITIATED 40,858 — — 0.07% $1.9M $43.16
% of Fund (quarterly)    FEZ price (monthly, adj. close)

Other funds also holding FEZ

As of 2025 Q4 — sorted by position size

Piedmont Capital Management, LLC 3Y 12.26% 1607 Capital Partners, LLC 3Y 7Y 11.8% SSA SWISS ADVISORS AG 3.0% Allie Family Office LLC 3Y 2.85% MATAURO, LLC 2.5% WASHINGTON GROWTH STRATEGIES LLC 2.33% Del-Sette Capital Management, LLC 3Y 2.27% Private Wealth Advisors, LLC 3Y 2.16% Bensler, LLC 3Y 2.16% Upper Left Wealth Management, LLC 3Y 1.89%
← Back to Empowered Funds, LLC Holdings