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

Destiny 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
2022
Q4 		– Sell
-206
Closed -$22K – 717
2022
Q3 		$22K Hold
206
– – ﹤0.01% 345
2022
Q2 		$23K Sell
206
-667
-76% -$83.4K 0.01% 343
2022
Q1 		$129K Hold
873
– – 0.03% 197
2021
Q4 		$144K Hold
873
– – 0.03% 203
2021
Q3 		$150K Buy
+873
New +$151K 0.03% 188
2021
Q2 		– Sell
-873
Closed -$137K – 535
2021
Q1 		$137K Sell
873
-1,907
-69% -$307K 0.03% 193
2020
Q4 		$428K Buy
+2,780
New +$375K 0.09% 112

Other funds holding XSW

MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return