XPH — SPDR SERIES TRUST

Ownership history in Advisory Services Network, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR SERIES TRUST (XPH). 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
0.04% (2015 Q2)
Avg. % of fund
0.01%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 700 — 0% 0.00% $34K $47.84
2023 Q4 UNCHANGED 700 — 0% 0.00% $29K $40.55
2023 Q1 UNCHANGED 700 — 0% 0.00% $29K $39.55
2022 Q4 UNCHANGED 700 — 0% 0.00% $29K $39.39
2021 Q2 REDUCED 700 -2,200 -75.9% 0.00% $36K $48.70
2020 Q4 REDUCED 2,900 -9,400 -76.4% 0.01% $151K $48.82
2020 Q3 ADDED 12,300 +300 +2.5% 0.03% $535K $40.73
2020 Q2 ADDED 12,000 +11,200 +1400.0% 0.03% $516K $40.22
2020 Q1 ADDED 800 +100 +14.3% 0.00% $29K $33.70
2019 Q4 UNCHANGED 700 — 0% 0.00% $32K $42.57
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XPH price (monthly, adj. close)

Other funds also holding XPH

As of 2025 Q4 — sorted by position size

Compass Wealth Management LLC 3Y 0.25% SVB WEALTH LLC 3Y 7Y 0.14% Wharton Business Group, LLC 3Y 7Y 0.1% VISTA INVESTMENT MANAGEMENT 3Y 7Y 0.07% GTS SECURITIES LLC 0.04% Envestnet Portfolio Solutions, Inc. 0.03% Team Financial Group, LLC 0.03% Fragasso Financial Advisors Inc 3Y 7Y 0.02% U.S. Capital Wealth Advisors, LLC 3Y 0.02% Clark Capital Management Group, Inc. 3Y 7Y 0.02%
← Back to Advisory Services Network, LLC Holdings