SPEU β€” SPDR INDEX SHS FDS

Ownership history in Barnes Wealth Management Group, Inc  Β·  3 quarters on record

AI Ownership Summary

Barnes Wealth Management Group, Inc reported SPDR INDEX SHS FDS (SPEU) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows SPEU at 0.18% 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.

What this SPEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Barnes Wealth Management Group, Inc'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 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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 Barnes Wealth Management Group, Inc held SPEU β€” position size vs. price
% of Fund (quarterly)    SPEU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,484 -118 -1.8% 0.18% $338K 2026-02-14 (Est.) $54.97
2025 Q3 ADDED 6,602 +632 +10.6% 0.18% $329K 2025-11-14 $49.75
2025 Q2 INITIATED 5,970 β€” β€” 0.17% $289K 2025-08-27 $48.18

FAQ About Barnes Wealth Management Group, Inc and SPEU

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

How long has Barnes Wealth Management Group, Inc reported owning SPEU?

Barnes Wealth Management Group, Inc reported SPEU across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SPEU position in Barnes Wealth Management Group, Inc's portfolio?

The largest reported portfolio weight for SPEU was 0.18% in 2025 Q3.

What is the latest reported SPEU position on this page?

The most recent filing on this page is 2025 Q4, when Barnes Wealth Management Group, Inc reported 6,484 shares, equal to 0.18% of portfolio, with an estimated market value of $338K.

What does the chart on this SPEU ownership page compare?

The chart compares Barnes Wealth Management Group, Inc'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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