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

Advantage Investment 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
2018
Q4 		– Sell
-196
Closed -$18K – 1094
2018
Q3 		$18K Buy
+196
New +$17.2K 0.01% 607

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Advantage Investment Management's XSW Position: Q4 2018 in Review

Advantage Investment Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2018, closing a stake of 196 shares — an estimated $18K sold.

Advantage Investment Management first reported a position in XSW in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 46 funds tracked by Wall St. Rank hold XSW as of Q4 2018.

  • Advantage Investment Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 196 State Street SPDR S&P Software & Services ETF shares in Q4 2018, an estimated $18K.
  • Advantage Investment Management first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2018 and held it in 1 quarter.
  • Advantage Investment Management's State Street SPDR S&P Software & Services ETF position peaked at $18K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.