XAR — SPDR SER TR

Ownership history in Marks Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in SPDR SER TR (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
8.84% (2025 Q3)
Avg. % of fund
5.69%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 121,766 +9,340 +8.3% 8.84% $28.6M $234.85
2025 Q2 ADDED 112,426 +55,081 +96.1% 7.69% $23.7M $210.36
2021 Q1 REDUCED 57,345 -39,964 -41.1% 2.37% $7.2M $122.43
2020 Q4 INITIATED 97,309 — — 3.87% $11.2M $111.27
% 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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