Diversified Enterprises, LLC SPEU — SPDR INDEX SHS FDS

Ownership history in Diversified Enterprises, LLC  ·  9 quarters on record

AI Ownership Summary

Diversified Enterprises, LLC reported SPDR INDEX SHS FDS (SPEU) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows SPEU at 0.01% 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 Diversified Enterprises, 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
2026 Q3

SPEU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

SPEU stock page Diversified Enterprises, LLC fund profile Diversified Enterprises, LLC full holdings
How Diversified Enterprises, LLC held SPEU — position size vs. price
% of Fund (quarterly)    SPEU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 4,803 — 0% 0.01% $258K 2026-10-19 $53.44
2026 Q2 REDUCED — — — 4,803 -8 -0.2% 0.01% $264K 2026-07-31 $55.84
2026 Q1 REDUCED 53.4% +8.2% ❌ 4,811 -5,516 -53.4% 0.01% $247K 2026-05-15 $52.32
2025 Q4 ADDED — — — 10,327 +5,516 +114.7% 0.03% $529K 2026-01-28 $53.41
2025 Q3 UNCHANGED — — — 4,811 — 0% 0.02% $240K 2025-10-10 $47.65
2025 Q2 REDUCED 12.5% +2.3% ❌ 4,811 -689 -12.5% 0.02% $233K 2025-07-16 $46.27
2025 Q1 ADDED — — — 5,500 +75 +1.4% 0.02% $242K 2025-05-15 $44.38
2024 Q4 ADDED — — — 5,425 +275 +5.3% 0.02% $216K 2025-02-10 $40.24
2024 Q3 INITIATED — — — 5,150 — — 0.03% $229K 2024-11-14 $37.91

🏢 Other funds also holding SPEU

As of 2026 Q3 — sorted by position size

Atlantic Edge Private Wealth Management, LLC 1.06% Midwest Financial Network, LLC 0.49% Castleview Partners, LLC 3Y 7Y 0.25% Accel Wealth Management 3Y 0.21% Worth Financial Advisory Group, LLC 3Y 0.09% MATHER GROUP, LLC. 3Y 7Y 0.06% GK Wealth Management LLC 0.06% Grove Bank & Trust 3Y 7Y 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01%

FAQ About Diversified Enterprises, 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 Diversified Enterprises, LLC reported owning SPEU?

Diversified Enterprises, LLC reported SPEU across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported SPEU position in Diversified Enterprises, LLC's portfolio?

The largest reported portfolio weight for SPEU was 0.03% in 2025 Q4.

What is the latest reported SPEU position on this page?

The most recent filing on this page is 2026 Q3, when Diversified Enterprises, LLC reported 4,803 shares, equal to 0.01% of portfolio, with an estimated market value of $258K.

What does the chart on this SPEU ownership page compare?

The chart compares Diversified Enterprises, 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.

How well did Diversified Enterprises, LLC time their SPEU position?

Based on 13F filing dates vs. subsequent SPEU price moves, Diversified Enterprises, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on SPEU relative to SPY over the holding period was +3.3%.

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