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

Accurate 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
2023
Q1 		– Sell
-50
Closed -$5.55K – 1502
2022
Q4 		$5.55K Buy
+50
New +$5.48K ﹤0.01% 995

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accurate Wealth Management's XSW Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2023, closing a stake of 50 shares — an estimated $5.55K sold.

Accurate Wealth Management first reported a position in XSW in Q4 2022 and held it in 1 quarter. The position peaked at $5.55K in Q4 2022. 82 funds tracked by Wall St. Rank hold XSW as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 50 State Street SPDR S&P Software & Services ETF shares in Q1 2023, an estimated $5.55K.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $5.55K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.