FLAGSTAR SECURITIES, INC XAR — SPDR SER TR

Ownership history in FLAGSTAR SECURITIES, INC  ·  12 quarters on record

AI Ownership Summary

FLAGSTAR SECURITIES, INC reported SPDR SER TR (XAR) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.59% in 2026 Q2. The latest visible filing shows XAR at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSTAR SECURITIES, 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 Q2

XAR was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

XAR stock page FLAGSTAR SECURITIES, INC fund profile FLAGSTAR SECURITIES, INC full holdings
How FLAGSTAR SECURITIES, INC held XAR — position size vs. price
% of Fund (quarterly)    XAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,927 +732 +11.8% 0.59% $2.0M 2026-07-15 $266.32
2026 Q1 REDUCED 6.1% +9.1% ❌ 6,195 -405 -6.1% 0.57% $1.6M 2026-04-23 $261.52
2025 Q4 ADDED — — — 6,600 +606 +10.1% 0.53% $1.6M 2026-01-13 $281.25
2025 Q3 ADDED — — — 5,994 +132 +2.3% 0.43% $1.4M 2025-11-10 $236.82
2025 Q2 ADDED — — — 5,862 +377 +6.9% 0.34% $1.2M 2025-07-14 $215.33
2025 Q1 REDUCED 11.1% +31.4% ❌ 5,485 -683 -11.1% 0.23% $881K 2025-04-09 $161.49
2024 Q4 ADDED — — — 6,168 +501 +8.8% 0.25% $1.0M 2025-02-03 $173.96
2024 Q3 ADDED — — — 5,667 +77 +1.4% 0.23% $892K 2024-11-12 $167.71
2024 Q2 ADDED — — — 5,590 +356 +6.8% 0.21% $782K 2024-08-12 $145.14
2024 Q1 ADDED — — — 5,234 +336 +6.9% 0.20% $736K 2024-04-15 $131.08
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XAR

As of 2026 Q2 — sorted by position size

Enclave Advisors LLC 5.14% Teamwork Financial Advisors, LLC 3Y 2.18% VVR Holdings LLC 1.36% Buska Wealth Management, LLC 1.24% Silverleafe Capital Partners, LLC 3Y 7Y 1.2% Clarus Wealth Advisors 3Y 7Y 1.06% Hobart Private Capital, LLC 3Y 0.85% ARMSTRONG ADVISORY GROUP, INC 3Y 0.83% Spinnaker Investment Group, LLC 3Y 0.51% Nova Wealth Management, Inc. 0.47%

FAQ About FLAGSTAR SECURITIES, INC and XAR

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

How long has FLAGSTAR SECURITIES, INC reported owning XAR?

FLAGSTAR SECURITIES, INC reported XAR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XAR position in FLAGSTAR SECURITIES, INC's portfolio?

The largest reported portfolio weight for XAR was 0.59% in 2026 Q2.

What is the latest reported XAR position on this page?

The most recent filing on this page is 2026 Q2, when FLAGSTAR SECURITIES, INC reported 6,927 shares, equal to 0.59% of portfolio, with an estimated market value of $2.0M.

What does the chart on this XAR ownership page compare?

The chart compares FLAGSTAR SECURITIES, INC's quarterly XAR 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 FLAGSTAR SECURITIES, INC time their XAR position?

Based on 13F filing dates vs. subsequent XAR price moves, FLAGSTAR SECURITIES, INC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on XAR relative to SPY over the holding period was +9.3%.

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