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

Arkadios Wealth 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
2026 Q2	$264K	Hold	1,534	–	–	﹤0.01%	1477
2026 Q1	$218K	Buy	1,534 +100	+7%	+$16.1K	﹤0.01%	1530
2025 Q4	$268K	Sell	1,434 -61	-4%	-$11.7K	0.01%	1296
2025 Q3	$296K	Sell	1,495 -95	-6%	-$18.1K	0.01%	1162
2025 Q2	$302K	Hold	1,590	–	–	0.01%	1054
2025 Q1	$254K	Buy	1,590 +233	+17%	+$42.5K	0.01%	967
2024 Q4	$256K	Sell	1,357 -34	-2%	-$6.17K	0.01%	779
2024 Q3	$224K	Sell	1,391 -32	-2%	-$4.92K	0.01%	803
2024 Q2	$215K	Buy	+1,423	New	+$211K	0.01%	744
2021 Q4	–	Sell	-892	Closed	-$153K	–	1815
2021 Q3	$153K	Buy	892 +65	+8%	+$11.3K	0.02%	577
2021 Q2	$141K	Buy	+827	New	+$135K	0.02%	622
2020 Q2	–	Sell	-76	Closed	-$6.27K	–	1165
2020 Q1	$6.27K	Hold	76	–	–	﹤0.01%	738
2019 Q4	$8.44K	Buy	+76	New	+$7.42K	0.01%	621

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

Arkadios Wealth Advisors's XSW Position: Q2 2026 in Review

Arkadios Wealth Advisors held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 1,534 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Arkadios Wealth Advisors first reported a position in XSW in Q4 2019 and has held it in 13 quarters since. The position peaked at $302K in Q2 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Arkadios Wealth Advisors held 1,534 shares of State Street SPDR S&P Software & Services ETF worth $264K as of Q2 2026.
Arkadios Wealth Advisors left its State Street SPDR S&P Software & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1477 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2019 and has held it in 13 quarters since.
Arkadios Wealth Advisors's State Street SPDR S&P Software & Services ETF position peaked at $302K in Q2 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.