SPEM — SPDR INDEX SHS FDS

Ownership history in EHRLICH FINANCIAL GROUP  ·  4 quarters on record

This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP 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
3.9% (2025 Q4)
Avg. % of fund
2.54%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 146,367 +37,741 +34.7% 3.90% $6.9M $46.81
2025 Q3 ADDED 108,626 +12,456 +13.0% 3.02% $5.1M $46.04
2025 Q2 ADDED 96,170 +79,684 +483.3% 2.66% $4.1M $42.04
2023 Q4 INITIATED 16,486 — — 0.59% $584K —
% 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 EHRLICH FINANCIAL GROUP Holdings