XME — SPDR SER TR

Ownership history in Bridge Advisory, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in SPDR SER TR (XME). 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
1.23% (2024 Q1)
Avg. % of fund
0.5%
First filed
2022 Q2
Last filed
2024 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 37,883 -626 -1.6% 1.15% $2.4M $63.33
2024 Q2 REDUCED 38,509 -2,524 -6.2% 1.13% $2.3M $58.87
2024 Q1 ADDED 41,033 +32,843 +401.0% 1.23% $2.5M $59.71
2023 Q4 REDUCED 8,190 -3,586 -30.5% 0.25% $490K $59.16
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XME price (monthly, adj. close)

Other funds also holding XME

As of 2025 Q4 — sorted by position size

Amitell Capital Pte Ltd 3Y 5.97% Legend Financial Advisors, Inc. 3Y 5.79% Lake Hills Wealth Management, LLC 3Y 4.31% HERBST GROUP, LLC 3Y 3.73% EHP Funds Inc. 3Y 3.66% FOCUS Wealth Advisors, LLC 3Y 3.62% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 3.38% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 2.97% Advocate Investing Services LLC 2.91% Ted Buchan & Co 2.89%
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