Bullock Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Bullock Wealth Management’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	$18.9K	Hold	107	–	–	0.01%	365
2026 Q1	$15.3K	Hold	107	–	–	0.01%	381
2025 Q4	$20K	Hold	107	–	–	0.01%	336
2025 Q3	$21.1K	Hold	107	–	–	0.01%	344
2025 Q2	$20.3K	Hold	107	–	–	0.01%	322
2025 Q1	$17.4K	Hold	107	–	–	0.01%	320
2024 Q4	$20.2K	Hold	107	–	–	0.01%	321
2024 Q3	$16.8K	Hold	107	–	–	0.01%	320
2024 Q2	$16.2K	Sell	107 -83	-44%	-$12.3K	0.01%	315
2024 Q1	$29.2K	Buy	+190	New	+$28.7K	0.02%	275

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

Bullock Wealth Management's XSW Position: Q2 2026 in Review

Bullock Wealth Management held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 107 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #365.

Bullock Wealth Management first reported a position in XSW in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.2K in Q1 2024. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Bullock Wealth Management held 107 shares of State Street SPDR S&P Software & Services ETF worth $18.9K as of Q2 2026.
Bullock Wealth Management 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 Bullock Wealth Management's portfolio in Q2 2026, its #365 holding.
Bullock Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $29.2K in Q1 2024.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.