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SPEMSPEM
Showing 8 of 11 quarters

Position history for FWFocus Partners Wealth's holdings in SPDR INDEX SHS FDS

Yes. Focus Partners Wealth holds 2,148,441 shares of SPEM, worth $111.2M, as of its Q2 2026 13F filing. It reduced the position by 68,033 shares (-3.1%) from Q1 2026. Focus Partners Wealth has held SPEM in every 13F on record since Q4 2023, 11 quarterly filings. SPEM is 0.1% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$111.2M

Current Shares

2.1M

Total Value Change

+$53.3M

Total Shares Change

+743,537

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.1M
-3.1%
$111.2M0.1%$51.78
0
2026-Q1
Increased
2.2M
+0.3%
$99.7M0.1%$46.44
36
2025-Q4
Increased
2.2M
+6.3%
$103.3M0.1%$46.34
38
2025-Q3
Decreased
2.1M
-3.5%
$97.4M0.2%$45.58
0
2025-Q2
Increased
2.2M
+1.3%
$92.1M0.2%$41.62
36
2025-Q1
Increased
2.1M
+14.3%
$83.7M0.2%$37.85
41
2024-Q4
Increased
1.9M
+32.5%
$71.4M0.2%$36.89
45
2024-Q3
Increased
1.4M
+10.3%
$58M0.2%$39.07
39

Other major holders of SPEM: Creative Planning

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