Cary Street Partners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Cary Street Partners’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 Q4	–	Sell	-1,122	Closed	-$222K	–	1016
2025 Q3	$222K	Buy	+1,122	New	+$214K	0.01%	763

Other funds holding XSW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

FTS

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

Cary Street Partners's XSW Position: Q4 2025 in Review

Cary Street Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 1,122 shares — an estimated $222K sold.

Cary Street Partners first reported a position in XSW in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 110 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

Cary Street Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 1,122 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $222K.
Cary Street Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2025 and held it in 1 quarter.
Cary Street Partners's State Street SPDR S&P Software & Services ETF position peaked at $222K in Q3 2025.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.