XAR — SPDR SERIES TRUST

Ownership history in AFFINITY WEALTH MANAGEMENT LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which AFFINITY WEALTH MANAGEMENT LLC reported a position in SPDR SERIES TRUST (XAR). 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
5.54% (2025 Q3)
Avg. % of fund
5.49%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 160,518 -602 -0.4% 5.51% $38.7M $241.24
2025 Q3 ADDED 161,120 +188 +0.1% 5.54% $37.9M $234.85
2025 Q2 INITIATED 160,932 — — 5.42% $33.9M $210.36
% of Fund (quarterly)    XAR price (monthly, adj. close)

Other funds also holding XAR

As of 2025 Q4 — sorted by position size

CUMBERLAND ADVISORS INC 3Y 7Y 6.95% Enclave Advisors LLC 4.44% SOUTHERN CAPITAL SERVICES INC /ADV 4.29% SFI Advisors, LLC 3Y 2.85% Howard Capital Management Group, LLC 3Y 2.82% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.78% WESPAC Advisors SoCal, LLC 3Y 7Y 2.43% Buska Wealth Management, LLC 2.17% PACIFIC SUN FINANCIAL CORP 3Y 7Y 2.08% FLC Capital Advisors 3Y 7Y 1.51%
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