SEC 13F Intelligence

Forefront Wealth Management Inc. / FEZ

Forefront Wealth Management Inc.’s Spdr Index Shs Fds Position

Does Forefront Wealth Management Inc. own Spdr Index Shs Fds (FEZ)? Yes — 41.8K shares worth $3M (+1.93% of its 13F portfolio) as of Q4 2025, down from 42.1K shares the prior filed quarter.

Position Value
$3M
Q4 2025
Shares
41.8K
% of Portfolio
+1.93%
Quarters Held
7
currently held

Position History FEZ

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202541.8K$3M+1.93%
Q3 202542.1K$3M+1.92%
Q2 202543.8K$3M+2.10%
Q1 202541.9K$2M+2.11%
Q4 202441.6K$2M+1.85%
Q3 202340.5K$2M+2.39%
Q2 202342.8K$2M+2.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of FEZ.