XSW — SPDR SERIES TRUST

Ownership history in MWA Asset Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which MWA Asset Management reported a position in SPDR SERIES TRUST (XSW). 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
0.22% (2025 Q3)
Avg. % of fund
0.2%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,834 -215 -10.5% 0.19% $343K $187.14
2025 Q3 ADDED 2,049 +560 +37.6% 0.22% $405K $197.76
2025 Q2 INITIATED 1,489 — — 0.17% $283K $189.82
% of Fund (quarterly)    XSW price (monthly, adj. close)

Other funds also holding XSW

As of 2025 Q4 — sorted by position size

McGuire Investment Group, LLC 3Y 7Y 1.33% Essex LLC 3Y 0.88% Dale Q Rice Investment Management Ltd 0.55% Bawa N Mallick Trust 0.35% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.28% Kaizen Financial Strategies 3Y 0.22% Newbridge Financial Services Group, Inc. 3Y 0.21% V2 Financial group LLC 0.18% Quantum Private Wealth, LLC 3Y 0.16% HARRELL INVESTMENT PARTNERS, LLC 3Y 0.15%
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