SEC 13F Intelligence

Lionsbridge Wealth Management LLC / XPH

Lionsbridge Wealth Management LLC’s Spdr Series Trust Position

Does Lionsbridge Wealth Management LLC own Spdr Series Trust (XPH)? Not currently — the last reported position was 36.2K shares worth $1M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2023
Shares
36.2K
% of Portfolio
+1.37%
Quarters Held
11
position exited

Position History XPH

Reported value by quarter
Q2 ’20: $723,000Q2 ’20Q3 ’20: $935,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $1MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202336.2K$1M+1.37%
Q4 202237.2K$2M+1.48%
Q3 202226.5K$1M+1.28%
Q1 202228.5K$1M+1.49%
Q4 202129.6K$1M+1.47%
Q3 202129.9K$1M+1.53%
Q2 202130.0K$2M+1.66%
Q1 202123.3K$1M+1.14%
Q4 202022.4K$1M+1.26%
Q3 202021.5K$935,000+1.12%
Q2 202016.8K$723,000+0.81%

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 XPH.