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

Congress 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
Q3 		$20.1K Buy
+20,100
New +$3.85M ﹤0.01% 403

Other funds holding XSW

EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Congress Asset Management's XSW Position: Q3 2026 in Review

Congress Asset Management opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q3 2026: 20,100 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

9 funds tracked by Wall St. Rank hold XSW as of Q3 2026.

  • Congress Asset Management held 20,100 shares of State Street SPDR S&P Software & Services ETF worth $20.1K as of Q3 2026.
  • State Street SPDR S&P Software & Services ETF was a new Congress Asset Management position in Q3 2026.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #403 holding.
  • 9 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.