XAR — SPDR SERIES TRUST

Ownership history in Prostatis Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC reported a position in SPDR SERIES TRUST (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
1.39% (2025 Q2)
Avg. % of fund
1.05%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,377 +6,728 +57.8% 1.06% $4.4M $241.24
2025 Q3 REDUCED 11,649 -11,407 -49.5% 0.69% $2.7M $234.85
2025 Q2 INITIATED 23,056 — — 1.39% $4.9M $210.36
% 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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