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

Ahrens Investment Partners’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
2019
Q3 		– Sell
-2,680
Closed -$258K – 181
2019
Q2 		$258K Hold
2,680
– – 0.12% 125
2019
Q1 		$253K Buy
+2,680
New +$235K 0.12% 120

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Ahrens Investment Partners's XSW Position: Q3 2019 in Review

Ahrens Investment Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2019, closing a stake of 2,680 shares — an estimated $258K sold.

Ahrens Investment Partners first reported a position in XSW in Q1 2019 and held it in 2 quarters. The position peaked at $258K in Q2 2019. 54 funds tracked by Wall St. Rank hold XSW as of Q3 2019.

  • Ahrens Investment Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2019 after selling out during the quarter.
  • Ahrens Investment Partners sold 2,680 State Street SPDR S&P Software & Services ETF shares in Q3 2019, an estimated $258K.
  • Ahrens Investment Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2019 and held it in 2 quarters.
  • Ahrens Investment Partners's State Street SPDR S&P Software & Services ETF position peaked at $258K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2019.

Based on Ahrens Investment Partners's 13F filing for Q3 2019, filed 12 Nov 2019.