Cambridge Investment Research Advisors
XSW icon

Cambridge Investment Research Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$211K Buy
+1,227
New +$195K ﹤0.01% 3782
2026
Q1 		– Sell
-3,564
Closed -$667K – 4094
2025
Q4 		$667K Buy
3,564
+1,904
+115% +$366K ﹤0.01% 2454
2025
Q3 		$328K Sell
1,660
-641
-28% -$122K ﹤0.01% 3039
2025
Q2 		$437K Buy
2,301
+95
+4% +$16.3K ﹤0.01% 2665
2025
Q1 		$353K Buy
2,206
+101
+5% +$18.4K ﹤0.01% 2731
2024
Q4 		$398K Buy
2,105
+2
+0.1% +$363 ﹤0.01% 2611
2024
Q3 		$338K Sell
2,103
-87
-4% -$13.4K ﹤0.01% 2742
2024
Q2 		$331K Sell
2,190
-582
-21% -$86.3K ﹤0.01% 2622
2024
Q1 		$432K Buy
2,772
+138
+5% +$20.8K ﹤0.01% 2394
2023
Q4 		$396K Sell
2,634
-2,033
-44% -$271K ﹤0.01% 2382
2023
Q3 		$592K Buy
4,667
+2,092
+81% +$279K ﹤0.01% 1945
2023
Q2 		$343K Sell
2,575
-84
-3% -$10.3K ﹤0.01% 2428
2023
Q1 		$327K Sell
2,659
-1,373
-34% -$163K ﹤0.01% 2413
2022
Q4 		$438K Sell
4,032
-44
-1% -$4.82K ﹤0.01% 2122
2022
Q3 		$436K Sell
4,076
-149
-4% -$17.7K ﹤0.01% 2048
2022
Q2 		$469K Sell
4,225
-462
-10% -$57.8K ﹤0.01% 2010
2022
Q1 		$691K Sell
4,687
-817
-15% -$119K ﹤0.01% 1851
2021
Q4 		$910K Buy
5,504
+130
+2% +$22.5K ﹤0.01% 1637
2021
Q3 		$922K Buy
5,374
+130
+2% +$22.5K ﹤0.01% 1601
2021
Q2 		$900K Sell
5,244
-465
-8% -$75.7K ﹤0.01% 1605
2021
Q1 		$899K Buy
5,709
+953
+20% +$154K ﹤0.01% 1504
2020
Q4 		$733K Buy
4,756
+591
+14% +$79.6K ﹤0.01% 1508
2020
Q3 		$497K Sell
4,165
-998
-19% -$117K ﹤0.01% 1602
2020
Q2 		$576K Buy
5,163
+902
+21% +$89.2K ﹤0.01% 1479
2020
Q1 		$350K Sell
4,261
-5,344
-56% -$527K ﹤0.01% 1585
2019
Q4 		$976K Buy
9,605
+1,903
+25% +$186K 0.01% 1160
2019
Q3 		$719K Buy
7,702
+2,165
+39% +$210K 0.01% 1273
2019
Q2 		$533K Buy
+5,537
New +$526K ﹤0.01% 1382

Other funds holding XSW

Morgan Stanley
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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

Cambridge Investment Research Advisors's XSW Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026: 1,227 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #3782 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in XSW as recently as Q4 2025.

Cambridge Investment Research Advisors first reported a position in XSW in Q2 2019 and has held it in 28 quarters since. The position peaked at $976K in Q4 2019. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,227 shares of State Street SPDR S&P Software & Services ETF worth $211K as of Q2 2026.
  • State Street SPDR S&P Software & Services ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3782 holding.
  • Cambridge Investment Research Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2019 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's State Street SPDR S&P Software & Services ETF position peaked at $976K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.