AWM
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Able Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Able Wealth Management’s Portfolio XSW Stock Details XSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-716
Closed -$108K – 592
2023
Q4 		$108K Buy
+716
New +$95.3K 0.1% 99

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Able Wealth Management's XSW Position: Q1 2024 in Review

Able Wealth Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2024, closing a stake of 716 shares — an estimated $108K sold.

Able Wealth Management first reported a position in XSW in Q4 2023 and held it in 1 quarter. The position peaked at $108K in Q4 2023. 93 funds tracked by Wall St. Rank hold XSW as of Q1 2024.

  • Able Wealth Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 716 State Street SPDR S&P Software & Services ETF shares in Q1 2024, an estimated $108K.
  • Able Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $108K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.