McGuire Investment Group, LLC XSW — SPDR SERIES TRUST

Ownership history in McGuire Investment Group, LLC  ·  27 quarters on record

AI Ownership Summary

McGuire Investment Group, LLC reported SPDR SERIES TRUST (XSW) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.8% in 2024 Q4. The latest visible filing shows XSW at 1.07% 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 McGuire Investment Group, LLC's position in SPDR SERIES TRUST, 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 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% 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 McGuire Investment Group, LLC fund profile McGuire Investment Group, LLC full holdings
How McGuire Investment Group, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 66,286 -371 -0.6% 1.07% $9.4M 2026-04-29 $150.88
2025 Q4 REDUCED — — — 66,657 -116 -0.2% 1.33% $12.5M 2026-01-26 $181.31
2025 Q3 REDUCED — — — 66,773 -654 -1.0% 1.50% $13.2M 2025-10-21 $200.89
2025 Q2 ADDED — — — 67,427 +1,298 +2.0% 1.64% $12.8M 2025-07-18 $191.96
2025 Q1 ADDED — — — 66,129 +221 +0.3% 1.57% $10.6M 2025-04-25 $163.06
2024 Q4 ADDED — — — 65,908 +9 +0.0% 1.80% $12.5M 2025-01-21 $192.95
2024 Q3 REDUCED — — — 65,899 -2,388 -3.5% 1.49% $10.6M 2024-10-10 $161.63
2024 Q2 ADDED — — — 68,287 +316 +0.5% 1.48% $10.3M 2024-07-24 $152.43
2024 Q1 ADDED — — — 67,971 +11,589 +20.6% 1.55% $10.6M 2024-04-26 $148.30
2023 Q4 ADDED — — — 56,382 +2,238 +4.1% 1.41% $8.5M 2024-01-12 $146.66
17 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

High Point Wealth Management, LLC 0.56% Essex LLC 3Y 0.39% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.28% Grant Private Wealth Management Inc 0.26% American State Bank (Iowa) 0.22% Sharper & Granite LLC 3Y 0.07% Beacon Financial Advisory LLC 3Y 0.07% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.04% Composition Wealth, LLC 3Y 7Y 0.03% KINGSWOOD WEALTH ADVISORS, LLC 0.02%

FAQ About McGuire Investment Group, 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 McGuire Investment Group, LLC reported owning XSW?

McGuire Investment Group, LLC reported XSW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XSW position in McGuire Investment Group, LLC's portfolio?

The largest reported portfolio weight for XSW was 1.80% in 2024 Q4.

What is the latest reported XSW position on this page?

The most recent filing on this page is 2026 Q1, when McGuire Investment Group, LLC reported 66,286 shares, equal to 1.07% of portfolio, with an estimated market value of $9.4M.

What does the chart on this XSW ownership page compare?

The chart compares McGuire Investment Group, 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 McGuire Investment Group, LLC time their XSW position?

Based on 13F filing dates vs. subsequent XSW price moves, McGuire Investment Group, LLC correctly timed 17 out of 26 reported position changes (65%). The annualised alpha on XSW relative to SPY over the holding period was -7.0%.

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