QEMM β€” SPDR INDEX SHS FDS

Ownership history in Edge Financial Advisors LLC  Β·  7 quarters on record

AI Ownership Summary

Edge Financial Advisors LLC reported SPDR INDEX SHS FDS (QEMM) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.07% in 2024 Q3. The latest visible filing shows QEMM at 1.93% 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 QEMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edge Financial 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

QEMM was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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 Edge Financial Advisors LLC held QEMM β€” position size vs. price
% of Fund (quarterly)    QEMM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 31,886 +28,299 +788.9% 1.93% $1.9M 2026-01-28 $72.02
2025 Q3 REDUCED 3,587 -46 -1.3% 0.11% $238K 2025-10-31 $65.69
2025 Q2 REDUCED 3,633 -712 -16.4% 0.12% $229K 2025-07-24 $61.97
2025 Q1 REDUCED 4,345 -32,308 -88.1% 0.16% $251K 2025-04-18 $53.52
2024 Q4 REDUCED 36,653 -496 -1.3% 1.87% $2.1M 2025-01-17 $54.41
2024 Q3 ADDED 37,149 +14,262 +62.3% 2.07% $2.3M 2024-10-25 $56.65
2024 Q1 INITIATED 22,887 β€” β€” 1.16% $1.3M 2024-04-22 $51.05

FAQ About Edge Financial Advisors LLC and QEMM

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

How long has Edge Financial Advisors LLC reported owning QEMM?

Edge Financial Advisors LLC reported QEMM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported QEMM position in Edge Financial Advisors LLC's portfolio?

The largest reported portfolio weight for QEMM was 2.07% in 2024 Q3.

What is the latest reported QEMM position on this page?

The most recent filing on this page is 2025 Q4, when Edge Financial Advisors LLC reported 31,886 shares, equal to 1.93% of portfolio, with an estimated market value of $1.9M.

What does the chart on this QEMM ownership page compare?

The chart compares Edge Financial Advisors LLC's quarterly QEMM 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.

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