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

Allworth 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
2025
Q4 		– Sell
-80
Closed -$15.8K – 5313
2025
Q3 		$15.8K Hold
80
– – ﹤0.01% 2843
2025
Q2 		$15.2K Buy
+80
New +$13.7K ﹤0.01% 2683

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Allworth Financial's XSW Position: Q4 2025 in Review

Allworth Financial sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 80 shares — an estimated $15.8K sold.

Allworth Financial first reported a position in XSW in Q2 2025 and held it in 2 quarters. The position peaked at $15.8K in Q3 2025. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

  • Allworth Financial reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 80 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $15.8K.
  • Allworth Financial first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2025 and held it in 2 quarters.
  • Allworth Financial's State Street SPDR S&P Software & Services ETF position peaked at $15.8K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.