Truvestments Capital LLC XHS SPDR SERIES TRUST

Ownership history in Truvestments Capital LLC  ·  23 quarters on record

AI Ownership Summary

Truvestments Capital LLC reported SPDR SERIES TRUST (XHS) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows XHS at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XHS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Truvestments Capital 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 Q1

XHS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Truvestments Capital LLC held XHS — position size vs. price
% of Fund (quarterly)    XHS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 455 0% 0.01% $46K 2026-05-13 $113.98
2025 Q4 UNCHANGED 455 0% 0.01% $49K 2026-02-13 $108.10
2025 Q3 UNCHANGED 455 0% 0.01% $46K 2025-11-14 $101.24
2025 Q2 UNCHANGED 455 0% 0.01% $45K 2025-08-13 $94.92
2025 Q1 UNCHANGED 455 0% 0.01% $45K 2025-05-14 $97.10
2024 Q4 UNCHANGED 455 0% 0.01% $41K 2025-02-10 $99.15
2024 Q3 UNCHANGED 455 0% 0.01% $44K 2024-11-13 $95.47
2024 Q1 UNCHANGED 455 0% 0.02% $43K 2024-05-14 $91.00
2023 Q4 UNCHANGED 455 0% 0.02% $40K 2024-02-14 $89.58
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Truvestments Capital LLC and XHS

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

How long has Truvestments Capital LLC reported owning XHS?

Truvestments Capital LLC reported XHS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XHS position in Truvestments Capital LLC's portfolio?

The largest reported portfolio weight for XHS was 0.02% in 2023 Q4.

What is the latest reported XHS position on this page?

The most recent filing on this page is 2026 Q1, when Truvestments Capital LLC reported 455 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this XHS ownership page compare?

The chart compares Truvestments Capital LLC's quarterly XHS 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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