XHB — SPDR SERIES TRUST

Ownership history in Diversify Advisory Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in SPDR SERIES TRUST (XHB). 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
0.59% (2025 Q2)
Avg. % of fund
0.54%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 142,257 +4,512 +3.3% 0.49% $14.7M $110.61
2025 Q2 INITIATED 137,745 — — 0.59% $15.3M $98.26
% of Fund (quarterly)    XHB price (monthly, adj. close)

Other funds also holding XHB

As of 2025 Q4 — sorted by position size

Passaic Partners LLC 3Y 3.07% Viewpoint Capital Management LLC 3Y 2.64% PETERSON WEALTH MANAGEMENT 3Y 2.11% Aster Capital Management (DIFC) Ltd 1.7% MIRAE ASSET SECURITIES (USA) INC. 1.42% NAN FUNG TRINITY (HK) Ltd 3Y 1.26% Perbak Capital Partners LLP 1.24% BOS Asset Management, LLC 3Y 1.09% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 1.08% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 0.99%
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