FEZ — SPDR INDEX SHS FDS

Ownership history in EWG Elevate Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
0.37% (2025 Q1)
Avg. % of fund
0.33%
First filed
2025 Q1
Last filed
2025 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 16,426 -1,652 -9.1% 0.30% $981K $59.19
2025 Q1 INITIATED 18,078 — — 0.37% $984K $52.94
% 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%
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