Sharper & Granite LLC XSW β€” SPDR SERIES TRUST

Ownership history in Sharper & Granite LLC  Β·  2 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported SPDR SERIES TRUST (XSW) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows XSW at 0.14% 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 XSW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite 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 Q2

XSW was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

How Sharper & Granite LLC held XSW β€” position size vs. price
% of Fund (quarterly)    XSW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 2,575 +1,050 +68.9% 0.14% $442K 2026-07-16 $178.98
2026 Q1 INITIATED β€” β€” β€” 1,525 β€” β€” 0.07% $217K 2026-04-08 $144.29

FAQ About Sharper & Granite 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 Sharper & Granite LLC reported owning XSW?

Sharper & Granite LLC reported XSW across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported XSW position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for XSW was 0.14% in 2026 Q2.

What is the latest reported XSW position on this page?

The most recent filing on this page is 2026 Q2, when Sharper & Granite LLC reported 2,575 shares, equal to 0.14% of portfolio, with an estimated market value of $442K.

What does the chart on this XSW ownership page compare?

The chart compares Sharper & Granite 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.

← Back to Sharper & Granite LLC Holdings