Custom Index Systems’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Custom Index Systems’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	$64.4K	Buy	+375	New	+$59.7K	0.02%	364
2025 Q4	–	Sell	-1,197	Closed	-$237K	–	294
2025 Q3	$237K	Hold	1,197	–	–	0.07%	245
2025 Q2	$227K	Buy	+1,197	New	+$205K	0.11%	223

Other funds holding XSW

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Custom Index Systems's XSW Position: Q2 2026 in Review

Custom Index Systems opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026: 375 shares worth $64.4K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in XSW as recently as Q3 2025.

Custom Index Systems first reported a position in XSW in Q2 2025 and has held it in 3 quarters since. The position peaked at $237K in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Custom Index Systems held 375 shares of State Street SPDR S&P Software & Services ETF worth $64.4K as of Q2 2026.
State Street SPDR S&P Software & Services ETF was a new Custom Index Systems position in Q2 2026.
State Street SPDR S&P Software & Services ETF made up 0.02% of Custom Index Systems's portfolio in Q2 2026, its #364 holding.
Custom Index Systems first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2025 and has held it in 3 quarters since.
Custom Index Systems's State Street SPDR S&P Software & Services ETF position peaked at $237K in Q3 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.