Commonwealth Equity Services
XSW icon

Commonwealth Equity Services’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Commonwealth Equity Services’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
-1,315
Closed -$260K – 4467
2025
Q3 		$260K Buy
1,315
+99
+8% +$18.9K ﹤0.01% 3755
2025
Q2 		$231K Sell
1,216
-40
-3% -$6.86K ﹤0.01% 3810
2025
Q1 		$201K Sell
1,256
-13
-1% -$2.37K ﹤0.01% 3850
2024
Q4 		$240K Buy
+1,269
New +$230K ﹤0.01% 3610
2024
Q1 		– Sell
-1,707
Closed -$257K – 4106
2023
Q4 		$257K Sell
1,707
-466
-21% -$62K ﹤0.01% 3304
2023
Q3 		$276K Buy
2,173
+72
+3% +$9.6K ﹤0.01% 3105
2023
Q2 		$280K Buy
2,101
+1
+0% +$123 ﹤0.01% 3116
2023
Q1 		$258K Buy
2,100
+55
+3% +$6.54K ﹤0.01% 3091
2022
Q4 		$222K Sell
2,045
-355
-15% -$38.9K ﹤0.01% 3128
2022
Q3 		$257K Sell
2,400
-102
-4% -$12.1K ﹤0.01% 2947
2022
Q2 		$277K Buy
2,502
+119
+5% +$14.9K ﹤0.01% 2908
2022
Q1 		$351K Sell
2,383
-2,187
-48% -$319K ﹤0.01% 2837
2021
Q4 		$756K Sell
4,570
-184
-4% -$31.9K ﹤0.01% 2191
2021
Q3 		$816K Buy
4,754
+499
+12% +$86.5K ﹤0.01% 2085
2021
Q2 		$730K Sell
4,255
-677
-14% -$110K ﹤0.01% 2164
2021
Q1 		$776K Sell
4,932
-465
-9% -$75K ﹤0.01% 1989
2020
Q4 		$831K Buy
5,397
+1,317
+32% +$177K ﹤0.01% 1782
2020
Q3 		$486K Buy
4,080
+1,128
+38% +$132K ﹤0.01% 1983
2020
Q2 		$329K Sell
2,952
-21,499
-88% -$2.13M ﹤0.01% 2210
2020
Q1 		$2.01M Buy
24,451
+200
+0.8% +$19.7K 0.01% 897
2019
Q4 		$2.46M Buy
24,251
+208
+0.9% +$20.3K 0.01% 925
2019
Q3 		$2.24M Buy
24,043
+311
+1% +$30.1K 0.01% 917
2019
Q2 		$2.28M Buy
+23,732
New +$2.26M 0.01% 899
2019
Q1 		– Sell
-13,389
Closed -$998K – 2787
2018
Q4 		$998K Buy
+13,389
New +$1.07M 0.01% 1202

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services's XSW Position: Q4 2025 in Review

Commonwealth Equity Services sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 1,315 shares — an estimated $260K sold.

Commonwealth Equity Services first reported a position in XSW in Q4 2018 and held it in 24 quarters. The position peaked at $2.46M in Q4 2019. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

  • Commonwealth Equity Services reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,315 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $260K.
  • Commonwealth Equity Services first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2018 and held it in 24 quarters.
  • Commonwealth Equity Services's State Street SPDR S&P Software & Services ETF position peaked at $2.46M in Q4 2019.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.