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

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-780	Closed	-$125K	–	991
2025 Q1	$125K	Hold	780	–	–	0.03%	218
2024 Q4	$147K	Buy	780 +25	+3%	+$4.53K	0.03%	209
2024 Q3	$121K	Buy	755 +124	+20%	+$19.1K	0.02%	230
2024 Q2	$95.4K	Buy	631 +101	+19%	+$15K	0.02%	264
2024 Q1	$82.7K	Buy	+530	New	+$79.9K	0.02%	297

Other funds holding XSW

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

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

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

MIG

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

KWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carolinas Wealth Consulting's XSW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2025, closing a stake of 780 shares — an estimated $125K sold.

Carolinas Wealth Consulting first reported a position in XSW in Q1 2024 and held it in 5 quarters. The position peaked at $147K in Q4 2024. 110 funds tracked by Wall St. Rank hold XSW as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 780 State Street SPDR S&P Software & Services ETF shares in Q2 2025, an estimated $125K.
Carolinas Wealth Consulting first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's State Street SPDR S&P Software & Services ETF position peaked at $147K in Q4 2024.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.