ARS Investment Partners, LLC XME — SPDR SER TR

Ownership history in ARS Investment Partners, LLC  ·  19 quarters on record

AI Ownership Summary

ARS Investment Partners, LLC reported SPDR SER TR (XME) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2024 Q3. The latest visible filing shows XME at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Investment Partners, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XME was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XME stock page ARS Investment Partners, LLC fund profile ARS Investment Partners, LLC full holdings
How ARS Investment Partners, LLC held XME — position size vs. price
% of Fund (quarterly)    XME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 38,620 +160 +0.4% 0.18% $4.1M 2026-07-09 $103.24
2026 Q1 REDUCED 10.8% -1.3% ✅ 38,460 -4,667 -10.8% 0.22% $4.2M 2026-04-16 $115.88
2025 Q4 REDUCED — — — 43,127 -1,456 -3.3% 0.26% $4.5M 2026-02-05 $115.51
2025 Q3 REDUCED 34.4% +13.4% ❌ 44,583 -23,385 -34.4% 0.27% $4.2M 2025-10-15 $107.66
2025 Q2 REDUCED 20.1% +39.2% ❌ 67,968 -17,090 -20.1% 0.33% $4.6M 2025-08-11 $78.41
2025 Q1 REDUCED — — — 85,058 -102 -0.1% 0.44% $4.8M 2025-05-14 $58.79
2024 Q4 REDUCED — — — 85,160 -977 -1.1% 0.44% $4.8M 2025-01-16 $59.43
2024 Q3 ADDED — — — 86,137 +3,968 +4.8% 0.49% $5.5M 2024-10-16 $65.04
2024 Q2 ADDED — — — 82,169 +3,916 +5.0% 0.47% $4.9M 2024-07-17 $63.30
2024 Q1 ADDED — — — 78,253 +4,833 +6.6% 0.47% $4.7M 2024-05-02 $59.46
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XME

As of 2026 Q2 — sorted by position size

FOCUS Wealth Advisors, LLC 3Y 3.22% HERBST GROUP, LLC 3Y 1.94% Clarus Wealth Advisors 3Y 7Y 0.95% FIDUCIARY FINANCIAL GROUP, LLC 0.9% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.71% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.49% MAGNOLIA CAPITAL MANAGEMENT LTD 3Y 0.3% MOULTON WEALTH MANAGEMENT, INC 3Y 0.23% Pettinga Financial Advisors LLC 3Y 7Y 0.23% Fermata Advisors, LLC 3Y 0.21%

FAQ About ARS Investment Partners, LLC and XME

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Investment Partners, LLC reported owning XME?

ARS Investment Partners, LLC reported XME across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XME position in ARS Investment Partners, LLC's portfolio?

The largest reported portfolio weight for XME was 0.49% in 2024 Q3.

What is the latest reported XME position on this page?

The most recent filing on this page is 2026 Q2, when ARS Investment Partners, LLC reported 38,620 shares, equal to 0.18% of portfolio, with an estimated market value of $4.1M.

What does the chart on this XME ownership page compare?

The chart compares ARS Investment Partners, LLC's quarterly XME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARS Investment Partners, LLC time their XME position?

Based on 13F filing dates vs. subsequent XME price moves, ARS Investment Partners, LLC correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on XME relative to SPY over the holding period was +4.7%.

← Back to ARS Investment Partners, LLC Holdings