Comprehensive Financial Consultants Institutional, Inc. XME — SPDR SER TR

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  7 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported SPDR SER TR (XME) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.25% in 2026 Q3. The latest visible filing shows XME at 0.25% 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.

What this XME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'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 Q3

XME was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q3

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 Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 8,975 +1,149 +14.7% 0.25% $929K 2026-10-15 $101.34
2026 Q2 ADDED — — — 7,826 +899 +13.0% 0.22% $837K 2026-07-15 $103.13
2026 Q1 REDUCED — — — 6,927 -317 -4.4% 0.22% $748K 2026-05-08 $120.79
2025 Q4 REDUCED — — — 7,244 -107 -1.5% 0.23% $751K 2026-01-29 $126.52
2025 Q3 ADDED — — — 7,351 +197 +2.8% 0.21% $685K 2025-10-16 $106.27
2025 Q2 ADDED — — — 7,154 +1,040 +17.0% 0.16% $481K 2025-07-22 $77.78
2025 Q1 INITIATED — — — 6,114 — — 0.12% $342K 2025-05-15 $58.74

🏢 Other funds also holding XME

As of 2026 Q3 — sorted by position size

FOCUS Wealth Advisors, LLC 3Y 3.16% FIDUCIARY FINANCIAL GROUP, LLC 1.06% Clarus Wealth Advisors 3Y 7Y 0.84% HERITAGE OAK WEALTH ADVISORS LLC 0.68% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.55% TCP Asset Management, LLC 3Y 0.47% MOULTON WEALTH MANAGEMENT, INC 3Y 0.33% Global Wealth Management, LLC 0.31% MAGNOLIA CAPITAL MANAGEMENT LTD 3Y 0.3% E&G Advisors, LLC 3Y 7Y 0.25%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and XME

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

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning XME?

Comprehensive Financial Consultants Institutional, Inc. reported XME across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported XME position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for XME was 0.25% in 2026 Q3.

What is the latest reported XME position on this page?

The most recent filing on this page is 2026 Q3, when Comprehensive Financial Consultants Institutional, Inc. reported 8,975 shares, equal to 0.25% of portfolio, with an estimated market value of $929K.

What does the chart on this XME ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'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 Comprehensive Financial Consultants Institutional, Inc. time their XME position?

Based on 13F filing dates vs. subsequent XME price moves, Comprehensive Financial Consultants Institutional, Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on XME relative to SPY over the holding period was +451.3%.

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