Ownership history in XML Financial, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in GLOBAL X FDS (DJIA). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 29,954 | +16,375 | +120.6% | 0.05% | $659K | $21.73 |
| 2025 Q3 | REDUCED | 13,579 | -262,591 | -95.1% | 0.02% | $297K | $20.60 |
| 2025 Q2 | ADDED | 276,170 | +1,984 | +0.7% | 0.52% | $6.0M | $20.05 |
| 2025 Q1 | ADDED | 274,186 | +29,259 | +11.9% | 0.56% | $6.1M | $19.96 |
| 2024 Q4 | REDUCED | 244,927 | -7,814 | -3.1% | 0.50% | $5.5M | $19.91 |
| 2024 Q3 | ADDED | 252,741 | +11,514 | +4.8% | 0.54% | $5.8M | $19.23 |
| 2024 Q2 | ADDED | 241,227 | +10,792 | +4.7% | 0.54% | $5.3M | $18.10 |
| 2024 Q1 | REDUCED | 230,435 | -17,392 | -7.0% | 0.54% | $5.3M | $18.33 |
| 2023 Q4 | ADDED | 247,827 | +2,373 | +1.0% | 0.57% | $5.4M | $17.39 |
| 2023 Q3 | ADDED | 245,454 | +144,690 | +143.6% | 0.63% | $5.2M | $16.65 |
As of 2025 Q4 — sorted by position size