SPEU β€” SPDR INDEX SHS FDS

Ownership history in Allen Capital Group, LLC  Β·  31 quarters on record

AI Ownership Summary

Allen Capital Group, LLC reported SPDR INDEX SHS FDS (SPEU) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows SPEU at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allen Capital Group, LLC's position in SPDR INDEX SHS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPEU was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allen Capital Group, LLC held SPEU β€” position size vs. price
% of Fund (quarterly)    SPEU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,257 -100 -0.4% 0.11% $1.2M 2026-02-14 (Est.) $54.97
2025 Q3 REDUCED 22,357 -117 -0.5% 0.11% $1.1M 2025-10-27 $50.16
2025 Q2 REDUCED 22,474 -175 -0.8% 0.11% $1.1M 2025-08-12 $47.83
2025 Q1 REDUCED 22,649 -499 -2.2% 0.11% $997K 2025-05-02 $44.73
2024 Q4 REDUCED 23,148 -586 -2.5% 0.11% $922K 2025-01-23 $40.28
2024 Q3 REDUCED 23,734 -695 -2.8% 0.13% $1.1M 2024-11-12 $38.80
2024 Q2 REDUCED 24,429 -904 -3.6% 0.14% $1.0M 2024-08-12 $39.58
2024 Q1 REDUCED 25,333 -370 -1.4% 0.15% $1.1M 2024-04-15 $38.00
2023 Q4 REDUCED 25,703 -210 -0.8% 0.16% $1.0M 2024-01-30 $37.30
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPEU

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 0.01% U.S. Capital Wealth Advisors, LLC 3Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About Allen Capital Group, LLC and SPEU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allen Capital Group, LLC reported owning SPEU?

Allen Capital Group, LLC reported SPEU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPEU position in Allen Capital Group, LLC's portfolio?

The largest reported portfolio weight for SPEU was 0.16% in 2023 Q4.

What is the latest reported SPEU position on this page?

The most recent filing on this page is 2025 Q4, when Allen Capital Group, LLC reported 22,257 shares, equal to 0.11% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SPEU ownership page compare?

The chart compares Allen Capital Group, LLC's quarterly SPEU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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