American Portfolios Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

American Portfolios Advisors’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
2022 Q1	–	Sell	-100	Closed	-$16.5K	–	3664
2021 Q4	$16.5K	Sell	100 -119	-54%	-$20.6K	﹤0.01%	2401
2021 Q3	$37.6K	Buy	219 +109	+99%	+$18.9K	﹤0.01%	1931
2021 Q2	$18.9K	Buy	110 +36	+49%	+$5.86K	﹤0.01%	2252
2021 Q1	$11.7K	Buy	74 +50	+208%	+$8.06K	﹤0.01%	2309
2020 Q4	$3.7K	Hold	24	–	–	﹤0.01%	2535
2020 Q3	$2.86K	Hold	24	–	–	﹤0.01%	2484
2020 Q2	$2.68K	Hold	24	–	–	﹤0.01%	2450
2020 Q1	$1.97K	Hold	24	–	–	﹤0.01%	2405
2019 Q4	$2.44K	Buy	+24	New	+$2.34K	﹤0.01%	2528
2019 Q3	–	Sell	-542	Closed	-$52.2K	–	2908
2019 Q2	$52.2K	Hold	542	–	–	﹤0.01%	1249
2019 Q1	$51.2K	Buy	+542	New	+$47.5K	﹤0.01%	1183

Other funds holding XSW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

American Portfolios Advisors's XSW Position: Q1 2022 in Review

American Portfolios Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2022, closing a stake of 100 shares — an estimated $16.5K sold.

American Portfolios Advisors first reported a position in XSW in Q1 2019 and held it in 11 quarters. The position peaked at $52.2K in Q2 2019. 87 funds tracked by Wall St. Rank hold XSW as of Q1 2022.

American Portfolios Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 100 State Street SPDR S&P Software & Services ETF shares in Q1 2022, an estimated $16.5K.
American Portfolios Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2019 and held it in 11 quarters.
American Portfolios Advisors's State Street SPDR S&P Software & Services ETF position peaked at $52.2K in Q2 2019.
87 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.