Ownership history in Mutual Advisors, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Mutual Advisors, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 4,236 | -329 | -7.2% | 0.00% | $201K | $46.04 |
| 2025 Q2 | REDUCED | 4,565 | -1,158 | -20.2% | 0.01% | $200K | $42.04 |
| 2025 Q1 | ADDED | 5,723 | +107 | +1.9% | 0.01% | $224K | $38.23 |
| 2024 Q4 | REDUCED | 5,616 | -79 | -1.4% | 0.01% | $213K | $37.26 |
| 2024 Q3 | REDUCED | 5,695 | -47,189 | -89.2% | 0.01% | $231K | $39.46 |
| 2024 Q2 | ADDED | 52,884 | +1,271 | +2.5% | 0.06% | $2.0M | $36.01 |
| 2024 Q1 | REDUCED | 51,613 | -78,646 | -60.4% | 0.06% | $1.9M | $34.18 |
| 2023 Q4 | ADDED | 130,259 | +64,569 | +98.3% | 0.16% | $4.6M | $33.45 |
| 2023 Q3 | REDUCED | 65,690 | -11,847 | -15.3% | 0.09% | $2.2M | $31.22 |
| 2023 Q2 | ADDED | 77,537 | +2,975 | +4.0% | 0.10% | $2.7M | $31.97 |
As of 2025 Q4 — sorted by position size