SEC 13F Intelligence

Lionsbridge Wealth Management LLC / XME

Lionsbridge Wealth Management LLC’s Spdr Series Trust Position

Does Lionsbridge Wealth Management LLC own Spdr Series Trust (XME)? Not currently — the last reported position was 32.6K shares worth $2M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2022
Shares
32.6K
% of Portfolio
+2.31%
Quarters Held
3
position exited

Position History XME

Reported value by quarter
Q3 ’21: $1MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202232.6K$2M+2.31%
Q4 202133.8K$2M+1.62%
Q3 202134.2K$1M+1.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of XME.