SPEM — SPDR INDEX SHS FDS

Ownership history in MA Private Wealth  ·  24 quarters on record

This page tracks every 13F SEC filing in which MA Private 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
4.31% (2025 Q4)
Avg. % of fund
1.12%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 552,484 +473,333 +598.0% 4.31% $25.9M $46.81
2025 Q3 ADDED 79,151 +7,786 +10.9% 0.62% $3.7M $46.04
2025 Q2 ADDED 71,365 +47,072 +193.8% 0.55% $3.1M $42.04
2025 Q1 ADDED 24,293 +5,937 +32.3% 0.18% $956K $38.23
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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