XME β€” SPDR SER TR

Ownership history in Ted Buchan & Co  Β·  7 quarters on record

AI Ownership Summary

Ted Buchan & Co reported SPDR SER TR (XME) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.89% in 2025 Q4. The latest visible filing shows XME at 2.89% 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 XME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co'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
2025 Q4

XME was reported at 2.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 Ted Buchan & Co held XME β€” position size vs. price
% of Fund (quarterly)    XME price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 75,960 +3,127 +4.3% 2.89% $7.9M 2026-02-14 (Est.) $117.76
2025 Q3 REDUCED 72,833 -17,683 -19.5% 2.66% $6.8M 2025-11-12 $96.20
2025 Q2 ADDED 90,516 +5,127 +6.0% 2.42% $6.1M 2025-08-13 $81.27
2025 Q1 ADDED 85,389 +4,391 +5.4% 2.26% $4.8M 2025-05-13 $59.38
2024 Q4 ADDED 80,998 +1,561 +2.0% 2.17% $4.6M 2025-02-13 $62.24
2024 Q3 ADDED 79,437 +23,640 +42.4% 2.40% $5.1M 2024-11-01 $63.43
2024 Q2 INITIATED 55,797 β€” β€” 2.48% $3.0M 2024-09-06 $53.74

🏒 Other funds also holding XME

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Ted Buchan & Co and XME

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

How long has Ted Buchan & Co reported owning XME?

Ted Buchan & Co reported XME across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XME position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for XME was 2.89% in 2025 Q4.

What is the latest reported XME position on this page?

The most recent filing on this page is 2025 Q4, when Ted Buchan & Co reported 75,960 shares, equal to 2.89% of portfolio, with an estimated market value of $7.9M.

What does the chart on this XME ownership page compare?

The chart compares Ted Buchan & Co's quarterly XME 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.

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