XAR — SPDR SERIES TRUST

Ownership history in EWG Elevate Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SPDR SERIES TRUST (XAR). 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
2.85% (2025 Q2)
Avg. % of fund
2.85%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 43,784 — — 2.85% $9.2M $210.36
% of Fund (quarterly)    XAR price (monthly, adj. close)

Other funds also holding XAR

As of 2025 Q4 — sorted by position size

CUMBERLAND ADVISORS INC 3Y 7Y 6.95% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.51% Enclave Advisors LLC 4.44% SOUTHERN CAPITAL SERVICES INC /ADV 4.29% SFI Advisors, LLC 3Y 2.85% Howard Capital Management Group, LLC 3Y 2.82% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.78% WESPAC Advisors SoCal, LLC 3Y 7Y 2.43% Buska Wealth Management, LLC 2.17% PACIFIC SUN FINANCIAL CORP 3Y 7Y 2.08%
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