SPEM — SPDR INDEX SHS FDS

Ownership history in KWB Wealth · 21 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth 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

7.11% (2021 Q2)

Avg. % of fund

3.9%

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	511,181	-385,010	-43.0%	2.27%	$23.9M	$46.81
2025 Q3	ADDED	896,191	+314,438	+54.1%	4.23%	$38.3M	$46.04
2025 Q2	ADDED	581,753	+119,475	+25.8%	2.78%	$22.9M	$42.04
2025 Q1	REDUCED	462,278	-7,169	-1.5%	2.14%	$17.7M	$38.23

% 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%

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