XHB β€” SPDR SER TR

Ownership history in Guardian Partners Inc.  Β·  4 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported SPDR SER TR (XHB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.52% in 2025 Q2. The latest visible filing shows XHB at 0.02% 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 XHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Partners 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
2025 Q3

XHB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 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.

How Guardian Partners Inc. held XHB β€” position size vs. price
% of Fund (quarterly)    XHB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,052 -53,410 -96.3% 0.02% $229K 2025-11-13 $103.63
2025 Q2 ADDED 55,462 +52,352 +1683.3% 0.52% $5.8M 2025-08-07 $107.15
2025 Q1 UNCHANGED 3,110 β€” 0% 0.03% $286K 2025-05-16 $100.11
2024 Q4 INITIATED 3,110 β€” β€” 0.03% $325K 2025-02-11 $105.29

FAQ About Guardian Partners Inc. and XHB

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

How long has Guardian Partners Inc. reported owning XHB?

Guardian Partners Inc. reported XHB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported XHB position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for XHB was 0.52% in 2025 Q2.

What is the latest reported XHB position on this page?

The most recent filing on this page is 2025 Q3, when Guardian Partners Inc. reported 2,052 shares, equal to 0.02% of portfolio, with an estimated market value of $229K.

What does the chart on this XHB ownership page compare?

The chart compares Guardian Partners Inc.'s quarterly XHB 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.

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