Cetera Investment Advisers
XSW icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return