SPEU — SPDR INDEX SHS FDS

Ownership history in Accel Wealth Management  ·  2 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in SPDR INDEX SHS FDS (SPEU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2025 Q4)
Avg. % of fund
0.22%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,434 +3,788 +27.8% 0.25% $909K $52.13
2025 Q3 INITIATED 13,646 — — 0.20% $680K $49.25
% of Fund (quarterly)    SPEU price (monthly, adj. close)

Other funds also holding SPEU

As of 2025 Q4 — sorted by position size

Treasure Coast Financial Planning 3Y 3.44% Atlantic Edge Private Wealth Management, LLC 2.53% Jacobi Capital Management LLC 3Y 7Y 0.75% Main Management ETF Advisors, LLC 3Y 7Y 0.75% PACES FERRY WEALTH ADVISORS, LLC 3Y 0.38% CWM, LLC 3Y 7Y 0.34% Castleview Partners, LLC 3Y 7Y 0.24% Barnes Wealth Management Group, Inc 0.18% Allen Capital Group, LLC 3Y 7Y 0.11% Worth Financial Advisory Group, LLC 3Y 0.11%
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