Private Wealth Advisors, LLC / FEZ
Private Wealth Advisors, LLC’s Spdr Index Shs Fds Position
Does Private Wealth Advisors, LLC own Spdr Index Shs Fds (FEZ)? Yes — 107.5K shares worth $7M (+1.88% of its 13F portfolio) as of Q1 2026, up from 105.2K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
107.5K
% of Portfolio
+1.88%
Quarters Held
25
currently held
Position History FEZ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 107.5K | $7M | +1.88% |
| Q4 2025 | 105.2K | $7M | +2.16% |
| Q2 2025 | 120.6K | $7M | +2.64% |
| Q1 2025 | 118.4K | $6M | +2.33% |
| Q4 2024 | 153.2K | $7M | +2.89% |
| Q3 2024 | 137.5K | $7M | +2.76% |
| Q2 2024 | 127.4K | $6M | +2.48% |
| Q1 2024 | 141.2K | $7M | +3.02% |
| Q4 2023 | 149.9K | $7M | +2.79% |
| Q3 2023 | 154.3K | $6M | +2.74% |
| Q2 2023 | 172.7K | $8M | +3.25% |
| Q1 2023 | 173.6K | $8M | +3.28% |
| Q4 2022 | 180.0K | $7M | +2.34% |
| Q3 2022 | 171.6K | $5M | +2.46% |
| Q2 2022 | 170.6K | $6M | +2.33% |
| Q1 2022 | 325.4K | $13M | +4.27% |
| Q4 2021 | 384.0K | $18M | +3.83% |
| Q2 2021 | 324.6K | $15M | +4.66% |
| Q1 2021 | 302.9K | $13M | +4.57% |
| Q4 2020 | 219.7K | $9M | +3.23% |
| Q3 2020 | 256.7K | $9M | +4.83% |
| Q2 2020 | 207.3K | $7M | +5.13% |
| Q1 2020 | 186.1K | $5M | +4.50% |
| Q4 2019 | 201.7K | $8M | +4.73% |
| Q3 2019 | 118.1K | $4M | +2.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Wealth Advisors, LLC’s full portfolio or all institutional holders of FEZ.