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Clear Harbor Asset Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Clear Harbor Asset Management’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 		– Sell
-4,935
Closed -$702K – 488
2026
Q1 		$702K Buy
+4,935
New +$795K 0.05% 262

Other funds holding XSW

Morgan Stanley
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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

Clear Harbor Asset Management's XSW Position: Q2 2026 in Review

Clear Harbor Asset Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026, closing a stake of 4,935 shares — an estimated $702K sold.

Clear Harbor Asset Management first reported a position in XSW in Q1 2026 and held it in 1 quarter. The position peaked at $702K in Q1 2026. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Clear Harbor Asset Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Harbor Asset Management sold 4,935 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $702K.
  • Clear Harbor Asset Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2026 and held it in 1 quarter.
  • Clear Harbor Asset Management's State Street SPDR S&P Software & Services ETF position peaked at $702K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.