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.
| 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 |
| 2024 Q4 | REDUCED | 1,112,922 | -52,130 | -4.5% | 1.52% | $42.7M | $37.26 |
| 2024 Q3 | ADDED | 1,165,052 | +24,173 | +2.1% | 1.71% | $48.1M | $39.46 |
| 2024 Q2 | REDUCED | 1,140,879 | -37,860 | -3.2% | 1.69% | $43.0M | $36.01 |
| 2024 Q1 | REDUCED | 1,178,739 | -244,336 | -17.2% | 1.75% | $42.7M | $34.18 |
| 2023 Q4 | ADDED | 1,423,075 | +22,982 | +1.6% | 2.31% | $50.4M | $33.45 |
| 2023 Q3 | ADDED | 1,400,093 | +74,842 | +5.6% | 2.42% | $47.0M | $31.22 |
As of 2025 Q4 — sorted by position size