SPEM — SPDR INDEX SHS FDS

Ownership history in DOHJ, LLC · 22 quarters on record

This page tracks every 13F SEC filing in which DOHJ, 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

3.25% (2021 Q2)

Avg. % of fund

2.07%

First filed

2020 Q2

Last filed

2025 Q3

Quarters held

22

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	161,262	—	0%	1.82%	$6.2M	$46.04
2025 Q2	REDUCED	161,262	-1,301	-0.8%	1.82%	$6.2M	$42.04
2025 Q1	REDUCED	162,563	-1,203	-0.7%	1.46%	$6.4M	$38.23
2024 Q4	REDUCED	163,766	-5,375	-3.2%	1.45%	$6.3M	$37.26

% 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%

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