Advisornet Financial’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Advisornet Financial’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
2026 Q2	$79.7K	Buy	464 +287	+162%	+$45.7K	﹤0.01%	951
2026 Q1	$25.2K	Hold	177	–	–	﹤0.01%	1268
2025 Q4	$33.1K	Sell	177 -3	-2%	-$577	﹤0.01%	1192
2025 Q3	$35.6K	Hold	180	–	–	﹤0.01%	1132
2025 Q2	$34.2K	Hold	180	–	–	﹤0.01%	1117
2025 Q1	$28.8K	Sell	180 -10	-5%	-$1.82K	﹤0.01%	1085
2024 Q4	$35.9K	Hold	190	–	–	﹤0.01%	975
2024 Q3	$30.5K	Buy	190 +10	+6%	+$1.54K	﹤0.01%	1062
2024 Q2	$27.2K	Buy	+180	New	+$26.7K	﹤0.01%	1004
2020 Q4	–	Sell	-471	Closed	-$56K	–	1858
2020 Q3	$56K	Sell	471 -7,741	-94%	-$908K	﹤0.01%	822
2020 Q2	$916K	Sell	8,212 -108	-1%	-$10.7K	0.07%	233
2020 Q1	$683K	Buy	8,320 +1,018	+14%	+$100K	0.06%	246
2019 Q4	$742K	Buy	7,302 +299	+4%	+$29.2K	0.06%	262
2019 Q3	$654K	Buy	+7,003	New	+$678K	0.06%	283

Other funds holding XSW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Advisornet Financial's XSW Position: Q2 2026 in Review

Advisornet Financial increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 162% in Q2 2026, buying an estimated $45.7K and bringing the position to 464 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Advisornet Financial first reported a position in XSW in Q3 2019 and has held it in 14 quarters since. The position peaked at $916K in Q2 2020. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Advisornet Financial held 464 shares of State Street SPDR S&P Software & Services ETF worth $79.7K as of Q2 2026.
Advisornet Financial bought 287 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $45.7K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #951 holding.
Advisornet Financial first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2019 and has held it in 14 quarters since.
Advisornet Financial's State Street SPDR S&P Software & Services ETF position peaked at $916K in Q2 2020.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.