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Concord Wealth Partners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-21
Closed -$3.97K – 989
2024
Q4 		$3.97K Buy
+21
New +$3.81K ﹤0.01% 635
2022
Q3 		– Sell
-50
Closed -$6K – 1196
2022
Q2 		$6K Hold
50
– – ﹤0.01% 802
2022
Q1 		$7K Hold
50
– – ﹤0.01% 852
2021
Q4 		$8K Hold
50
– – ﹤0.01% 848
2021
Q3 		$9K Hold
50
– – ﹤0.01% 491
2021
Q2 		$9K Hold
50
– – ﹤0.01% 647
2021
Q1 		$8K Hold
50
– – ﹤0.01% 613
2020
Q4 		$8K Buy
+50
New +$6.74K 0.01% 379

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $7.32B AUM 16.07% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return