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 $1.14B AUM 79.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Destiny Wealth Partners's XSW Position: Q4 2022 in Review

Destiny Wealth Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2022, closing a stake of 206 shares — an estimated $22K sold.

Destiny Wealth Partners first reported a position in XSW in Q4 2020 and held it in 7 quarters. The position peaked at $428K in Q4 2020. 75 funds tracked by Wall St. Rank hold XSW as of Q4 2022.

Destiny Wealth Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2022 after selling out during the quarter.
Destiny Wealth Partners sold 206 State Street SPDR S&P Software & Services ETF shares in Q4 2022, an estimated $22K.
Destiny Wealth Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2020 and held it in 7 quarters.
Destiny Wealth Partners's State Street SPDR S&P Software & Services ETF position peaked at $428K in Q4 2020.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.