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

B. Riley 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
2024 Q4	–	Sell	-1,541	Closed	-$245K	–	1308
2024 Q3	$245K	Sell	1,541 -16	-1%	-$2.46K	0.01%	1055
2024 Q2	$235K	Buy	+1,557	New	+$231K	0.01%	1144
2023 Q3	–	Sell	-1,545	Closed	-$206K	–	1639
2023 Q2	$206K	Buy	+1,545	New	+$190K	﹤0.01%	1343
2022 Q2	–	Sell	-1,449	Closed	-$214K	–	1401
2022 Q1	$214K	Buy	1,449 +110	+8%	+$16K	0.01%	1181
2021 Q4	$222K	Buy	1,339 +110	+9%	+$19.1K	0.01%	1226
2021 Q3	$211K	Buy	1,229 +40	+3%	+$6.93K	0.01%	1221
2021 Q2	$204K	Buy	+1,189	New	+$194K	0.01%	1210
2015 Q1	–	Sell	-40	Closed	-$2K	–	2021
2014 Q4	$2K	Buy	+40	New	+$1.8K	﹤0.01%	3450

Other funds holding XSW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

KWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's XSW Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2024, closing a stake of 1,541 shares — an estimated $245K sold.

B. Riley Wealth Advisors first reported a position in XSW in Q4 2014 and held it in 8 quarters. The position peaked at $245K in Q3 2024. 110 funds tracked by Wall St. Rank hold XSW as of Q4 2024.

B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,541 State Street SPDR S&P Software & Services ETF shares in Q4 2024, an estimated $245K.
B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's State Street SPDR S&P Software & Services ETF position peaked at $245K in Q3 2024.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.