Surience Private Wealth LLC / FEZ
Surience Private Wealth LLC’s Spdr Index Shs Fds Position
Does Surience Private Wealth LLC own Spdr Index Shs Fds (FEZ)? Not currently — the last reported position was 59.0K shares worth $3M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q1 2023
Shares
59.0K
% of Portfolio
+3.91%
Quarters Held
1
position exited
Position History FEZ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2023 | 59.0K | $3M | +3.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of FEZ.