CIBC Private Wealth Group
XSW icon

CIBC Private Wealth Group’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

CIBC Private Wealth Group’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
2018
Q1 		– Sell
-352
Closed -$24K – 2086
2017
Q4 		$24K Buy
+352
New +$24.2K ﹤0.01% 1371

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC Private Wealth Group's XSW Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2018, closing a stake of 352 shares — an estimated $24K sold.

CIBC Private Wealth Group first reported a position in XSW in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 28 funds tracked by Wall St. Rank hold XSW as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 352 State Street SPDR S&P Software & Services ETF shares in Q1 2018, an estimated $24K.
  • CIBC Private Wealth Group first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2017 and held it in 1 quarter.
  • CIBC Private Wealth Group's State Street SPDR S&P Software & Services ETF position peaked at $24K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.