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

Atlas Capital 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
2020
Q3 		– Sell
-500
Closed -$55.8K – 610
2020
Q2 		$55.8K Buy
+500
New +$49.4K 0.01% 467

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Capital Advisors's XSW Position: Q3 2020 in Review

Atlas Capital Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2020, closing a stake of 500 shares — an estimated $55.8K sold.

Atlas Capital Advisors first reported a position in XSW in Q2 2020 and held it in 1 quarter. The position peaked at $55.8K in Q2 2020. 66 funds tracked by Wall St. Rank hold XSW as of Q3 2020.

  • Atlas Capital Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 500 State Street SPDR S&P Software & Services ETF shares in Q3 2020, an estimated $55.8K.
  • Atlas Capital Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2020 and held it in 1 quarter.
  • Atlas Capital Advisors's State Street SPDR S&P Software & Services ETF position peaked at $55.8K in Q2 2020.
  • 66 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.