SPEM — SPDR INDEX SHS FDS

Ownership history in Advisory Alpha, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SPDR INDEX SHS FDS (SPEM). 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
7.57% (2020 Q1)
Avg. % of fund
3.83%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,141,239 -34,286 -2.9% 1.45% $53.4M $46.81
2025 Q3 ADDED 1,175,525 +36,538 +3.2% 1.55% $55.5M $46.04
2025 Q2 ADDED 1,138,987 +411,392 +56.5% 1.52% $48.7M $42.04
2025 Q1 REDUCED 727,595 -385,327 -34.6% 1.78% $28.6M $38.23
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPEM price (monthly, adj. close)

Other funds also holding SPEM

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 8.61% 3EDGE Asset Management, LP 3Y 7Y 7.9% McNamara Financial Services, Inc. 3Y 7Y 7.72% Heritage Family Offices, LLP 7.23% Chaney Capital Management, Inc. 6.89% Tradewinds Capital Management, LLC 3Y 7Y 6.86% Luken Investment Analytics, LLC 3Y 6.7% LANDMARK WEALTH MANAGEMENT, INC. 6.47% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 6.26% Sterneck Capital Management, LLC 3Y 7Y 5.55%
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