Pinnacle Family Advisors, LLC SPEM — SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF

Ownership history in Pinnacle Family Advisors, LLC  ·  20 quarters on record

AI Ownership Summary

Pinnacle Family Advisors, LLC reported SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF (SPEM) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.88% in 2025 Q3. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Family Advisors, LLC's position in SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF, 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 Q1

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

High-water mark
Peak Conviction
1.88% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Pinnacle Family Advisors, LLC fund profile Pinnacle Family Advisors, LLC full holdings
How Pinnacle Family Advisors, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,725 -77 -0.9% 0.19% $409K 2026-05-15 $50.33
2025 Q4 REDUCED 90.5% +0.2% ❌ 8,802 -83,393 -90.5% 0.18% $412K 2026-02-17 $49.78
2025 Q3 ADDED — — — 92,195 +83,808 +999.3% 1.88% $4.3M 2025-11-14 $46.21
2025 Q2 REDUCED 8.0% +9.1% ❌ 8,387 -725 -8.0% 0.17% $358K 2025-08-14 $43.03
2025 Q1 REDUCED — — — 9,112 -103 -1.1% 0.20% $359K 2025-05-15 $40.10
2024 Q4 ADDED — — — 9,215 +738 +8.7% 0.17% $354K 2025-02-14 $38.47
2024 Q3 ADDED — — — 8,477 +19 +0.2% 0.18% $350K 2024-11-14 $36.99
2024 Q2 REDUCED — — — 8,458 -20 -0.2% 0.18% $319K 2024-08-14 $35.71
2024 Q1 ADDED — — — 8,478 +1,524 +21.9% 0.16% $307K 2024-05-15 $35.88
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPEM

As of 2026 Q2 — sorted by position size

McNamara Financial Services, Inc. 3Y 7Y 7.73% Marathon Strategic Advisors, LLC 7.37% Delta Wealth Advisors LLC 5.7% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 5.42% Walsh & Associates, LLC 5.35% Uptown Financial Advisors LLC 5.32% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 4.93% Cobblestone Asset Management LLC 4.66% MATAURO, LLC 4.44% LPWM LLC 3Y 4.42%

FAQ About Pinnacle Family Advisors, LLC and SPEM

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

How long has Pinnacle Family Advisors, LLC reported owning SPEM?

Pinnacle Family Advisors, LLC reported SPEM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPEM position in Pinnacle Family Advisors, LLC's portfolio?

The largest reported portfolio weight for SPEM was 1.88% in 2025 Q3.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2026 Q1, when Pinnacle Family Advisors, LLC reported 8,725 shares, equal to 0.19% of portfolio, with an estimated market value of $409K.

What does the chart on this SPEM ownership page compare?

The chart compares Pinnacle Family Advisors, LLC'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.

How well did Pinnacle Family Advisors, LLC time their SPEM position?

Based on 13F filing dates vs. subsequent SPEM price moves, Pinnacle Family Advisors, LLC correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on SPEM relative to SPY over the holding period was -6.6%.

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