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

Arax Advisory 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
2026 Q2	$1.77M	Buy	10,274 +3,582	+54%	+$570K	0.01%	908
2026 Q1	$952K	Buy	6,692 +1,179	+21%	+$190K	0.03%	440
2025 Q4	$1.03M	Buy	+5,513	New	+$1.06M	0.03%	377
2025 Q3	–	Sell	-4,873	Closed	-$925K	–	4353
2025 Q2	$925K	Buy	4,873 +364	+8%	+$62.5K	0.04%	264
2025 Q1	$721K	Buy	4,509 +4,420	+4,966%	+$807K	0.05%	237
2024 Q4	$16.9K	Hold	89	–	–	﹤0.01%	1270
2024 Q3	$14.4K	Hold	89	–	–	﹤0.01%	1241
2024 Q2	$13.5K	Hold	89	–	–	﹤0.01%	1124
2024 Q1	$13.9K	Hold	89	–	–	﹤0.01%	723
2023 Q4	$13.4K	Hold	89	–	–	﹤0.01%	714
2023 Q3	$11.3K	Hold	89	–	–	﹤0.01%	698
2023 Q2	$11.9K	Hold	89	–	–	﹤0.01%	672
2023 Q1	$11K	Hold	89	–	–	﹤0.01%	672
2022 Q4	$9.7K	Hold	89	–	–	﹤0.01%	655
2022 Q3	$10K	Hold	89	–	–	﹤0.01%	672
2022 Q2	$10K	Hold	89	–	–	﹤0.01%	658
2022 Q1	$13K	Hold	89	–	–	﹤0.01%	629
2021 Q4	$15K	Hold	89	–	–	﹤0.01%	607
2021 Q3	$15K	Hold	89	–	–	﹤0.01%	594
2021 Q2	$15K	Buy	+89	New	+$14.5K	﹤0.01%	610
2020 Q4	$14K	Hold	89	–	–	﹤0.01%	536
2020 Q3	$11K	Buy	+89	New	+$10.4K	﹤0.01%	540

Other funds holding XSW

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

KWM

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

FTS

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

Arax Advisory Partners's XSW Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 54% in Q2 2026, buying an estimated $570K and bringing the position to 10,274 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #908.

Arax Advisory Partners first reported a position in XSW in Q3 2020 and has held it in 22 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Arax Advisory Partners held 10,274 shares of State Street SPDR S&P Software & Services ETF worth $1.77M as of Q2 2026.
Arax Advisory Partners bought 3,582 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $570K.
State Street SPDR S&P Software & Services ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #908 holding.
Arax Advisory Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2020 and has held it in 22 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.