American State Bank (Iowa)’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-1,306	Closed	-$196K	–	335
2023 Q4	$196K	Hold	1,306	–	–	0.13%	127
2023 Q3	$166K	Hold	1,306	–	–	0.12%	134
2023 Q2	$174K	Sell	1,306 -23	-2%	-$2.83K	0.12%	132
2023 Q1	$164K	Buy	1,329 +70	+6%	+$8.32K	0.12%	132
2022 Q4	$137K	Hold	1,259	–	–	0.11%	138
2022 Q3	$135K	Buy	1,259 +25	+2%	+$2.96K	0.12%	135
2022 Q2	$137K	Hold	1,234	–	–	0.11%	139
2022 Q1	$182K	Hold	1,234	–	–	0.13%	130
2021 Q4	$204K	Sell	1,234 -175	-12%	-$30.3K	0.14%	123
2021 Q3	$242K	Hold	1,409	–	–	0.19%	109
2021 Q2	$242K	Buy	1,409 +44	+3%	+$7.17K	0.19%	108
2021 Q1	$215K	Sell	1,365 -135	-9%	-$21.8K	0.18%	106
2020 Q4	$231K	Buy	+1,500	New	+$202K	0.22%	99

Other funds holding XSW

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

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

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

MIG

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KWM

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

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

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

American State Bank (Iowa)'s XSW Position: Q1 2024 in Review

American State Bank (Iowa) sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2024, closing a stake of 1,306 shares — an estimated $196K sold.

American State Bank (Iowa) first reported a position in XSW in Q4 2020 and held it in 13 quarters. The position peaked at $242K in Q3 2021. 93 funds tracked by Wall St. Rank hold XSW as of Q1 2024.

American State Bank (Iowa) reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,306 State Street SPDR S&P Software & Services ETF shares in Q1 2024, an estimated $196K.
American State Bank (Iowa) first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s State Street SPDR S&P Software & Services ETF position peaked at $242K in Q3 2021.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.