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Capital Investment Advisory Services’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Capital Investment Advisory Services’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
2023
Q4 		– Sell
-8
Closed -$1.01K – 1025
2023
Q3 		$1.01K Buy
+8
New +$1.07K ﹤0.01% 926

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Investment Advisory Services's XSW Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2023, closing a stake of 8 shares — an estimated $1.01K sold.

Capital Investment Advisory Services first reported a position in XSW in Q3 2023 and held it in 1 quarter. The position peaked at $1.01K in Q3 2023. 101 funds tracked by Wall St. Rank hold XSW as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 8 State Street SPDR S&P Software & Services ETF shares in Q4 2023, an estimated $1.01K.
  • Capital Investment Advisory Services first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2023 and held it in 1 quarter.
  • Capital Investment Advisory Services's State Street SPDR S&P Software & Services ETF position peaked at $1.01K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.