Bank Julius Baer & Co’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Bank Julius Baer & Co’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	$235K	Buy	+1,367	New	+$218K	﹤0.01%	492
2020 Q3	–	Sell	-5,000	Closed	-$558K	–	786
2020 Q2	$558K	Buy	+5,000	New	+$494K	0.01%	347

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

Bank Julius Baer & Co's XSW Position: Q2 2026 in Review

Bank Julius Baer & Co opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026: 1,367 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in XSW as recently as Q2 2020.

Bank Julius Baer & Co first reported a position in XSW in Q2 2020 and has held it in 2 quarters since. The position peaked at $558K in Q2 2020. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Bank Julius Baer & Co held 1,367 shares of State Street SPDR S&P Software & Services ETF worth $235K as of Q2 2026.
State Street SPDR S&P Software & Services ETF was a new Bank Julius Baer & Co position in Q2 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #492 holding.
Bank Julius Baer & Co first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2020 and has held it in 2 quarters since.
Bank Julius Baer & Co's State Street SPDR S&P Software & Services ETF position peaked at $558K in Q2 2020.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.