Kingsview Wealth Management, LLC XSW — SPDR SER TR

Ownership history in Kingsview Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported SPDR SER TR (XSW) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q4. The latest visible filing shows XSW at 0.21% 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 XSW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC'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 Q1

XSW was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 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 2026 Q1

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.

XSW stock page Kingsview Wealth Management, LLC fund profile Kingsview Wealth Management, LLC full holdings
How Kingsview Wealth Management, LLC held XSW — position size vs. price
% of Fund (quarterly)    XSW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 107,185 +53,475 +99.6% 0.21% $15.3M 2026-05-12 $156.03
2025 Q2 REDUCED 21.1% +5.8% ❌ 53,710 -14,330 -21.1% 0.17% $10.2M 2025-08-08 $178.93
2025 Q1 ADDED — — — 68,040 +7,933 +13.2% 0.20% $10.9M 2025-05-02 $167.75
2024 Q4 ADDED — — — 60,107 +18,994 +46.2% 0.22% $11.4M 2025-01-28 $196.36
2024 Q2 REDUCED — — — 41,113 -193 -0.5% 0.15% $6.2M 2024-08-14 $148.89
2024 Q1 ADDED — — — 41,306 +33,399 +422.4% 0.16% $6.4M 2024-05-09 $149.55
2023 Q4 REDUCED 40.0% +2.1% ❌ 7,907 -5,276 -40.0% 0.04% $1.2M 2024-02-08 $152.47
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XSW

As of 2026 Q1 — sorted by position size

McGuire Investment Group, LLC 3Y 7Y 1.07% Tandem Financial, LLC 0.88% Performa Ltd (US), LLC 3Y 7Y 0.87% High Point Wealth Management, LLC 0.56% Dale Q Rice Investment Management Ltd 0.39% Essex LLC 3Y 0.39% MWA Asset Management 0.37% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.28% Grant Private Wealth Management Inc 0.26% Bawa N Mallick Trust 0.24%

FAQ About Kingsview Wealth Management, LLC and XSW

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

How long has Kingsview Wealth Management, LLC reported owning XSW?

Kingsview Wealth Management, LLC reported XSW across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XSW position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XSW was 0.22% in 2024 Q4.

What is the latest reported XSW position on this page?

The most recent filing on this page is 2026 Q1, when Kingsview Wealth Management, LLC reported 107,185 shares, equal to 0.21% of portfolio, with an estimated market value of $15.3M.

What does the chart on this XSW ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly XSW 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 Kingsview Wealth Management, LLC time their XSW position?

Based on 13F filing dates vs. subsequent XSW price moves, Kingsview Wealth Management, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on XSW relative to SPY over the holding period was -2.1%.

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