XSW SPDR SERIES TRUST

Ownership history in Advisory Services Network, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR SERIES TRUST (XSW). 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
0.03% (2021 Q1)
Avg. % of fund
0.01%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 715 -350 -32.9% 0.00% $141K $197.76
2024 Q4 ADDED 1,065 +328 +44.5% 0.00% $201K $188.83
2023 Q4 REDUCED 737 -25 -3.3% 0.00% $111K $150.09
2023 Q1 UNCHANGED 762 0% 0.00% $94K $122.65
2022 Q4 REDUCED 762 -1,117 -59.4% 0.00% $83K $108.29
2022 Q2 REDUCED 1,879 -494 -20.8% 0.01% $208K $110.44
2022 Q1 ADDED 2,373 +17 +0.7% 0.01% $350K $146.64
2021 Q4 REDUCED 2,356 -171 -6.8% 0.01% $390K $164.61
2021 Q3 UNCHANGED 2,527 0% 0.01% $434K $170.77
2021 Q2 REDUCED 2,527 -1,767 -41.2% 0.01% $434K $170.53
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XSW price (monthly, adj. close)
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