SPEM — SPDR INDEX SHS FDS

Ownership history in CEDRUS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CEDRUS 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
1.47% (2023 Q4)
Avg. % of fund
1.44%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 87,915 +9,888 +12.7% 1.34% $3.6M $39.46
2024 Q2 ADDED 78,027 +3,624 +4.9% 1.47% $2.9M $36.01
2024 Q1 ADDED 74,403 +7,142 +10.6% 1.47% $2.7M $34.18
2023 Q4 INITIATED 67,261 — — 1.47% $2.4M —
% 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%
← Back to CEDRUS LLC Holdings