Belvedere Trading’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Belvedere Trading’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 Q1	$939K	Buy	6,600 +4,900	+288%	+$789K	﹤0.01%	166
2025 Q4	$318K	Sell	1,700 -400	-19%	-$77K	﹤0.01%	370
2025 Q3	$415K	Buy	+2,100	New	+$401K	﹤0.01%	306
2025 Q2	–	Sell	-2,100	Closed	-$336K	–	1042
2025 Q1	$336K	Buy	2,100 +100	+5%	+$18.2K	﹤0.01%	254
2024 Q4	$378K	Hold	2,000	–	–	﹤0.01%	285
2024 Q3	$321K	Sell	2,000 -900	-31%	-$138K	﹤0.01%	249
2024 Q2	$438K	Sell	2,900 -900	-24%	-$133K	﹤0.01%	208
2024 Q1	$593K	Sell	3,800 -300	-7%	-$45.2K	﹤0.01%	136
2023 Q4	$616K	Sell	4,100 -400	-9%	-$53.2K	﹤0.01%	138
2023 Q3	$571K	Sell	4,500 -2,500	-36%	-$333K	﹤0.01%	114
2023 Q2	$933K	Buy	7,000 +2,400	+52%	+$296K	﹤0.01%	82
2023 Q1	$566K	Buy	4,600 +2,900	+171%	+$345K	﹤0.01%	129
2022 Q4	$185K	Buy	+1,700	New	+$186K	﹤0.01%	359

Other funds holding XSW

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Belvedere Trading's XSW Position: Q1 2026 in Review

Belvedere Trading opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026: 3,799 shares worth $541K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in XSW as recently as Q2 2024.

Belvedere Trading first reported a position in XSW in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.89M in Q4 2023. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Belvedere Trading held 3,799 shares of State Street SPDR S&P Software & Services ETF worth $541K as of Q1 2026.
State Street SPDR S&P Software & Services ETF was a new Belvedere Trading position in Q1 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #225 holding.
Belvedere Trading first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2022 and has held it in 7 quarters since.
Belvedere Trading's State Street SPDR S&P Software & Services ETF position peaked at $2.89M in Q4 2023.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.