Financial Management Professionals, Inc. XES β€” SPDR SER TR

Ownership history in Financial Management Professionals, Inc.  Β·  3 quarters on record

AI Ownership Summary

Financial Management Professionals, Inc. reported SPDR SER TR (XES) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows XES at 0.09% 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 XES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Management Professionals, Inc.'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
2026 Q2

XES was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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 Q2 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 Financial Management Professionals, Inc. held XES β€” position size vs. price
% of Fund (quarterly)    XES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 8,856 -16,457 -65.0% 0.09% $993K 2026-07-09 $110.23
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XES

As of 2026 Q2 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About Financial Management Professionals, Inc. and XES

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

How long has Financial Management Professionals, Inc. reported owning XES?

Financial Management Professionals, Inc. reported XES across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported XES position in Financial Management Professionals, Inc.'s portfolio?

The largest reported portfolio weight for XES was 0.09% in 2026 Q2.

What is the latest reported XES position on this page?

The most recent filing on this page is 2026 Q2, when Financial Management Professionals, Inc. reported 8,856 shares, equal to 0.09% of portfolio, with an estimated market value of $993K.

What does the chart on this XES ownership page compare?

The chart compares Financial Management Professionals, Inc.'s quarterly XES 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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