Ownership history in XML Financial, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in SPDR SER TR (KBE). 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 Q3 | ADDED | 4,189 | +17 | +0.4% | 0.02% | $249K | $59.03 |
| 2025 Q2 | REDUCED | 4,172 | -327 | -7.3% | 0.02% | $233K | $55.06 |
| 2025 Q1 | REDUCED | 4,499 | -98 | -2.1% | 0.02% | $238K | $51.94 |
| 2024 Q4 | REDUCED | 4,597 | -670 | -12.7% | 0.02% | $255K | $54.01 |
As of 2025 Q4 — sorted by position size