SEC 13F Intelligence

Demars Financial Group, LLC / FEZ

Demars Financial Group, LLC’s Spdr Index Shs Fds Position

Does Demars Financial Group, LLC own Spdr Index Shs Fds (FEZ)? Yes — 70.5K shares worth $4M (+1.44% of its 13F portfolio) as of Q1 2026, down from 73.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
70.5K
% of Portfolio
+1.44%
Quarters Held
4
currently held

Position History FEZ

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.5K$4M+1.44%
Q4 202573.7K$5M+1.59%
Q3 202570.5K$4M+1.52%
Q2 202565.9K$4M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Demars Financial Group, LLC’s full portfolio or all institutional holders of FEZ.