Angeles Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Angeles Wealth Management’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 Q1	–	Sell	-250	Closed	-$46.8K	–	555
2025 Q4	$46.8K	Buy	+250	New	+$48.1K	﹤0.01%	423

Other funds holding XSW

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FTS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Angeles Wealth Management's XSW Position: Q1 2026 in Review

Angeles Wealth Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 250 shares — an estimated $46.8K sold.

Angeles Wealth Management first reported a position in XSW in Q4 2025 and held it in 1 quarter. The position peaked at $46.8K in Q4 2025. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Angeles Wealth Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2026 after selling out during the quarter.
Angeles Wealth Management sold 250 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $46.8K.
Angeles Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and held it in 1 quarter.
Angeles Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $46.8K in Q4 2025.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.