SPEM — SPDR INDEX SHS FDS

Ownership history in Echo Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, 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
4.22% (2022 Q2)
Avg. % of fund
2.66%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 59,221 -2,611 -4.2% 1.62% $2.8M $46.81
2025 Q3 ADDED 61,832 +242 +0.4% 1.69% $2.9M $46.04
2025 Q2 ADDED 61,590 +2,036 +3.4% 1.61% $2.6M $42.04
2025 Q1 REDUCED 59,554 -3,126 -5.0% 1.58% $2.3M $38.23
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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 Echo Wealth Management, LLC Holdings