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

Cetera Investment Advisers’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	$731K	Buy	4,254 +554	+15%	+$88.2K	﹤0.01%	3338
2026 Q1	$526K	Buy	3,700 +696	+23%	+$112K	﹤0.01%	3462
2025 Q4	$562K	Buy	3,004 +209	+7%	+$40.2K	﹤0.01%	3331
2025 Q3	$553K	Buy	2,795 +656	+31%	+$125K	﹤0.01%	3300
2025 Q2	$406K	Sell	2,139 -19	-0.9%	-$3.26K	﹤0.01%	3133
2025 Q1	$345K	Buy	2,158 +887	+70%	+$162K	﹤0.01%	3145
2024 Q4	$240K	Sell	1,271 -27	-2%	-$4.9K	﹤0.01%	3280
2024 Q3	$209K	Sell	1,298 -219	-14%	-$33.7K	﹤0.01%	3350
2024 Q2	$229K	Buy	1,517 +10	+0.7%	+$1.48K	﹤0.01%	3266
2024 Q1	$235K	Buy	+1,507	New	+$227K	﹤0.01%	3244

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

Cetera Investment Advisers's XSW Position: Q2 2026 in Review

Cetera Investment Advisers increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 15% in Q2 2026, buying an estimated $88.2K and bringing the position to 4,254 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

Cetera Investment Advisers first reported a position in XSW in Q1 2024 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Cetera Investment Advisers held 4,254 shares of State Street SPDR S&P Software & Services ETF worth $731K as of Q2 2026.
Cetera Investment Advisers bought 554 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $88.2K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3338 holding.
Cetera Investment Advisers first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2024 and has held it in 10 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.