SPEM SPDR INDEX SHS FDS

Ownership history in WRAPMANAGER INC  ·  32 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC 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
4.21% (2025 Q3)
Avg. % of fund
2.22%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 264,944 -27,393 -9.4% 4.19% $12.4M $46.81
2025 Q3 REDUCED 292,337 -56,375 -16.2% 4.21% $13.7M $46.04
2025 Q2 ADDED 348,712 +16,956 +5.1% 3.63% $14.9M $42.04
2025 Q1 ADDED 331,756 +117,205 +54.6% 3.43% $13.1M $38.23
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPEM price (monthly, adj. close)
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