SEAMOUNT FINANCIAL GROUP INC XHB — SPDR SER TR

Ownership history in SEAMOUNT FINANCIAL GROUP INC  ·  7 quarters on record

AI Ownership Summary

SEAMOUNT FINANCIAL GROUP INC reported SPDR SER TR (XHB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.46% in 2024 Q4. The latest visible filing shows XHB at 0.39% 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.

What this XHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEAMOUNT FINANCIAL GROUP INC'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

XHB was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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
2024 Q3 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.

XHB stock page SEAMOUNT FINANCIAL GROUP INC fund profile SEAMOUNT FINANCIAL GROUP INC full holdings
How SEAMOUNT FINANCIAL GROUP INC held XHB — position size vs. price
% of Fund (quarterly)    XHB 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 — — — 8,869 +230 +2.7% 0.39% $876K 2026-04-24 $108.45
2025 Q4 ADDED — — — 8,639 +1,476 +20.6% 0.40% $889K 2026-01-26 $111.06
2025 Q3 ADDED — — — 7,163 +393 +5.8% 0.37% $794K 2025-10-24 $108.31
2025 Q2 REDUCED — — — 6,770 -21 -0.3% 0.34% $667K 2025-07-23 $107.04
2025 Q1 ADDED — — — 6,791 +361 +5.6% 0.45% $658K 2025-04-30 $93.97
2024 Q4 ADDED — — — 6,430 +3,728 +138.0% 0.46% $672K 2025-01-28 $109.40
2024 Q3 INITIATED — — — 2,702 — — 0.25% $337K 2024-10-18 $123.96

🏢 Other funds also holding XHB

As of 2026 Q1 — sorted by position size

Viewpoint Capital Management LLC 3Y 2.9% BOS Asset Management, LLC 3Y 0.99% CoreCap Advisors, LLC 3Y 0.8% RCW Management, LLC 0.73% Bricktown Capital, LLC 3Y 0.56% BLUE JEAN FINANCIAL LLC 0.56% FLP Wealth Management, LLC 0.52% Sage Capital Management, LLC 0.5% Sanchez Gaunt Capital Management, LLC 0.42% AAFMAA Wealth Management & Trust LLC 3Y 0.4%

FAQ About SEAMOUNT FINANCIAL GROUP INC and XHB

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

How long has SEAMOUNT FINANCIAL GROUP INC reported owning XHB?

SEAMOUNT FINANCIAL GROUP INC reported XHB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XHB position in SEAMOUNT FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for XHB was 0.46% in 2024 Q4.

What is the latest reported XHB position on this page?

The most recent filing on this page is 2026 Q1, when SEAMOUNT FINANCIAL GROUP INC reported 8,869 shares, equal to 0.39% of portfolio, with an estimated market value of $876K.

What does the chart on this XHB ownership page compare?

The chart compares SEAMOUNT FINANCIAL GROUP INC's quarterly XHB 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 SEAMOUNT FINANCIAL GROUP INC time their XHB position?

Based on 13F filing dates vs. subsequent XHB price moves, SEAMOUNT FINANCIAL GROUP INC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on XHB relative to SPY over the holding period was -22.4%.

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