SPEM SPDR INDEX SHS FDS

Ownership history in Integrity Wealth Solutions LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Integrity Wealth Solutions 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
1.87% (2024 Q2)
Avg. % of fund
1.67%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,270 -319 -0.4% 1.41% $3.6M $46.81
2025 Q3 ADDED 76,589 +681 +0.9% 1.60% $3.6M $46.04
2025 Q2 ADDED 75,908 +410 +0.5% 1.58% $3.2M $42.04
2025 Q1 ADDED 75,498 +2,151 +2.9% 1.61% $3.0M $38.23
2024 Q4 REDUCED 73,347 -2,990 -3.9% 1.58% $2.8M $37.26
2024 Q3 REDUCED 76,337 -91 -0.1% 1.84% $3.2M $39.46
2024 Q2 ADDED 76,428 +2,892 +3.9% 1.87% $2.9M $36.01
2024 Q1 ADDED 73,536 +505 +0.7% 1.74% $2.7M $34.18
2023 Q4 INITIATED 73,031 1.79% $2.6M
% of Fund (quarterly)    SPEM price (monthly, adj. close)
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