INVESTMENT COUNSEL CO OF NEVADA SPEM — SPDR INDEX SHS FDS

Ownership history in INVESTMENT COUNSEL CO OF NEVADA  ·  2 quarters on record

AI Ownership Summary

INVESTMENT COUNSEL CO OF NEVADA reported SPDR INDEX SHS FDS (SPEM) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows SPEM at 0.19% 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 SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTMENT COUNSEL CO OF NEVADA'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
2026 Q2

SPEM was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

SPEM stock page INVESTMENT COUNSEL CO OF NEVADA fund profile INVESTMENT COUNSEL CO OF NEVADA full holdings
How INVESTMENT COUNSEL CO OF NEVADA held SPEM — position size vs. price
% of Fund (quarterly)    SPEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 19.3% +0.6% ❌ 2,012 -480 -19.3% 0.19% $104K 2026-08-10 $52.28
2026 Q1 INITIATED — — — 2,492 — — 0.26% $117K 2026-05-15 $50.33

🏢 Other funds also holding SPEM

As of 2026 Q3 — sorted by position size

Uptown Financial Advisors LLC 5.84% Delta Wealth Advisors LLC 5.56% Cobblestone Asset Management LLC 3Y 5.02% Midwest Financial Network, LLC 4.25% Financial Planning Fort Collins, LLC 3.89% BRIGHTON SECURITIES CORP. 3.86% Melone Private Wealth, LLC 3Y 3.59% TRUEFG, LLC 3Y 3.38% Xena Financial Planning, LLC 3.18% Global Strategic Investment Solutions, LLC 3Y 7Y 3.15%

FAQ About INVESTMENT COUNSEL CO OF NEVADA and SPEM

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

How long has INVESTMENT COUNSEL CO OF NEVADA reported owning SPEM?

INVESTMENT COUNSEL CO OF NEVADA reported SPEM across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SPEM position in INVESTMENT COUNSEL CO OF NEVADA's portfolio?

The largest reported portfolio weight for SPEM was 0.26% in 2026 Q1.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2026 Q2, when INVESTMENT COUNSEL CO OF NEVADA reported 2,012 shares, equal to 0.19% of portfolio, with an estimated market value of $104K.

What does the chart on this SPEM ownership page compare?

The chart compares INVESTMENT COUNSEL CO OF NEVADA's quarterly SPEM 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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