Atlantic Union Bankshares’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Atlantic Union Bankshares’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	$116K	Hold	673	–	–	﹤0.01%	746
2026 Q1	$95.8K	Hold	673	–	–	﹤0.01%	750
2025 Q4	$126K	Hold	673	–	–	﹤0.01%	688
2025 Q3	$133K	Sell	673 -100	-13%	-$19.1K	﹤0.01%	686
2025 Q2	$147K	Buy	+773	New	+$133K	﹤0.01%	512

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

Atlantic Union Bankshares's XSW Position: Q2 2026 in Review

Atlantic Union Bankshares held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 673 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Atlantic Union Bankshares first reported a position in XSW in Q2 2025 and has held it in 5 quarters since. The position peaked at $147K in Q2 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Atlantic Union Bankshares held 673 shares of State Street SPDR S&P Software & Services ETF worth $116K as of Q2 2026.
Atlantic Union Bankshares 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 Atlantic Union Bankshares's portfolio in Q2 2026, its #746 holding.
Atlantic Union Bankshares first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's State Street SPDR S&P Software & Services ETF position peaked at $147K 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 Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.