FEZ — Spdr Index Shs Fds Institutional Holders · Q3 2026
Who owns Spdr Index Shs Fds (FEZ)? 15 institutions reported holding $12.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Financial Enhancement Group LLC ($8.7M), Colton Groome Financial Advisors, LLC ($1.9M), Avidian Wealth Enterprises, LLC ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Enhancement Group LLC | $8.7M | 132,978 | Added |
| 2 | COLTON GROOME FINANCIAL ADVISORS, LLC | $1.9M | 27,916 | Trimmed |
| 3 | Avidian Wealth Enterprises, LLC | $1.1M | 16,804 | Trimmed |
| 4 | MRA Advisory Group | $328,607 | 4,882 | Trimmed |
| 5 | CHAPIN DAVIS, INC. | $252,413 | 3,750 | Trimmed |
| 6 | Sincerus Advisory, LLC | $229,336 | 3,407 | Added |
| 7 | Farther Finance Advisors, LLC | $57,866 | 860 | Trimmed |
| 8 | CoreCap Advisors, LLC | $56,810 | 844 | Hold |
| 9 | Wealth Enhancement Trust Services, Inc. | $30,491 | 453 | Hold |
| 10 | EASTERN BANK | $23,559 | 350 | Hold |
| 11 | Polaris Financial Partners | $5,000 | 77 | New |
| 12 | Central Pacific Bank - Trust Division | $1,212 | 18 | Hold |
| 13 | GAMMA Investing LLC | $538 | 8 | Hold |
| 14 | GoalVest Advisory LLC | $0 | 0 | Exited |
| 15 | Bank of New Hampshire | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30