XSW — SPDR SERIES TRUST

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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
0.01% (2019 Q2)
Avg. % of fund
0.0%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,315 +99 +8.1% 0.00% $260K $197.76
2025 Q2 REDUCED 1,216 -40 -3.2% 0.00% $231K $189.82
2025 Q1 REDUCED 1,256 -13 -1.0% 0.00% $201K $159.80
2024 Q4 REDUCED 1,269 -438 -25.7% 0.00% $240K $188.83
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XSW price (monthly, adj. close)

Other funds also holding XSW

As of 2025 Q4 — sorted by position size

McGuire Investment Group, LLC 3Y 7Y 1.33% Essex LLC 3Y 0.88% Dale Q Rice Investment Management Ltd 0.55% Bawa N Mallick Trust 0.35% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.28% Kaizen Financial Strategies 3Y 0.22% Newbridge Financial Services Group, Inc. 3Y 0.21% MWA Asset Management 0.19% V2 Financial group LLC 0.18% Quantum Private Wealth, LLC 3Y 0.16%
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