SPEM β€” SPDR INDEX SHS FDS

Ownership history in Battery Global Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Battery Global Advisors, LLC reported SPDR INDEX SHS FDS (SPEM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2024 Q1. The latest visible filing shows SPEM at 0.48% 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 SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Battery Global Advisors, 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

SPEM was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q1

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 Battery Global Advisors, LLC held SPEM β€” position size vs. price
% of Fund (quarterly)    SPEM 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 UNCHANGED 22,356 β€” 0% 0.48% $1.0M 2026-02-14 (Est.) $50.26
2025 Q3 UNCHANGED 22,356 β€” 0% 0.49% $1.0M 2025-11-12 $47.05
2025 Q2 UNCHANGED 22,356 β€” 0% 0.47% $956K 2025-08-11 $42.95
2025 Q1 UNCHANGED 22,356 β€” 0% 0.49% $880K 2025-05-09 $39.20
2024 Q4 UNCHANGED 22,356 β€” 0% 0.46% $858K 2025-02-14 $38.85
2024 Q3 UNCHANGED 22,356 β€” 0% 0.50% $923K 2024-11-14 $37.36
2024 Q2 UNCHANGED 22,356 β€” 0% 0.56% $842K 2024-08-14 $36.06
2024 Q1 ADDED 22,356 +20,100 +891.0% 0.66% $809K 2024-05-15 $36.24
2023 Q4 INITIATED 2,256 β€” β€” 0.61% $792K 2024-02-14 $32.98

FAQ About Battery Global Advisors, LLC and SPEM

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

How long has Battery Global Advisors, LLC reported owning SPEM?

Battery Global Advisors, LLC reported SPEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPEM position in Battery Global Advisors, LLC's portfolio?

The largest reported portfolio weight for SPEM was 0.66% in 2024 Q1.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2025 Q4, when Battery Global Advisors, LLC reported 22,356 shares, equal to 0.48% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SPEM ownership page compare?

The chart compares Battery Global Advisors, LLC's quarterly SPEM 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.

← Back to Battery Global Advisors, LLC Holdings