SPEM — SPDR INDEX SHS FDS

Ownership history in Second Line Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Second Line Capital, 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.

Peak position
4.26% (2023 Q4)
Avg. % of fund
2.52%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 238,354 +3,021 +1.3% 2.29% $11.2M $46.81
2025 Q3 ADDED 235,333 +1,312 +0.6% 2.28% $11.0M $46.04
2025 Q2 ADDED 234,021 +7,803 +3.4% 2.32% $10.0M $42.04
2025 Q1 ADDED 226,218 +10,117 +4.7% 2.30% $8.9M $38.23
5 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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