# SPDR INDEX SHS FDS (FEZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FEZ/

- Reporting holders: 12
- Reported value: $12.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $8.7M | 132,978 | 1.0% | 7 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.9M | 27,916 | 0.4% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.1M | 16,804 | 0.0% | 10 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $328.6K | 4,882 | 0.1% | 5 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $252.4K | 3,750 | 0.0% | 11 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $229.3K | 3,407 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $57.9K | 860 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $56.8K | 844 | 0.0% | 11 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $30.5K | 453 | 0.0% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $23.6K | 350 | 0.0% | 9 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.2K | 18 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $538 | 8 | 0.0% | 12 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $5 | 77 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $12.7M |
| Q2 2026 | 366 | $4.3B |
| Q1 2026 | 344 | $4.0B |
| Q4 2025 | 358 | $3.2B |
| Q3 2025 | 338 | $3.4B |
| Q2 2025 | 358 | $3.3B |
| Q1 2025 | 322 | $3.4B |
| Q4 2024 | 250 | $3.1B |
| Q3 2024 | 248 | $2.5B |
| Q2 2024 | 256 | $2.8B |
| Q1 2024 | 240 | $2.8B |
| Q4 2023 | 230 | $2.1B |