XSD β€” SPDR SER TR

Ownership history in HARBOR ADVISORY CORP /MA/  Β·  13 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported SPDR SER TR (XSD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q4. The latest visible filing shows XSD at 0.73% 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 XSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'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 Q4

XSD was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 HARBOR ADVISORY CORP /MA/ held XSD β€” position size vs. price
% of Fund (quarterly)    XSD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,548 β€” 0% 0.73% $2.4M 2026-02-14 (Est.) $362.34
2025 Q3 REDUCED 7,548 -8 -0.1% 0.71% $2.4M 2025-11-12 $325.82
2025 Q2 REDUCED 7,556 -333 -4.2% 0.62% $1.9M 2025-08-12 $281.32
2025 Q1 UNCHANGED 7,889 β€” 0% 0.53% $1.6M 2025-05-13 $233.69
2024 Q4 UNCHANGED 7,889 β€” 0% 0.64% $2.0M 2025-01-29 $243.26
2024 Q3 REDUCED 7,889 -54 -0.7% 0.62% $1.9M 2024-10-21 $241.23
2024 Q2 UNCHANGED 7,943 β€” 0% 0.68% $2.0M 2024-07-25 $235.71
2024 Q1 UNCHANGED 7,943 β€” 0% 0.63% $1.8M 2024-04-29 $227.41
2023 Q4 REDUCED 7,943 -557 -6.6% 0.64% $1.8M 2024-02-05 $211.13
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HARBOR ADVISORY CORP /MA/ and XSD

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

How long has HARBOR ADVISORY CORP /MA/ reported owning XSD?

HARBOR ADVISORY CORP /MA/ reported XSD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XSD position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for XSD was 0.73% in 2025 Q4.

What is the latest reported XSD position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 7,548 shares, equal to 0.73% of portfolio, with an estimated market value of $2.4M.

What does the chart on this XSD ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly XSD 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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