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Financial Advocates Investment Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-3,570
Closed -$571K – 792
2025
Q1 		$571K Buy
+3,570
New +$651K 0.04% 398

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's XSW Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2025, closing a stake of 3,570 shares — an estimated $571K sold.

Financial Advocates Investment Management first reported a position in XSW in Q1 2025 and held it in 1 quarter. The position peaked at $571K in Q1 2025. 110 funds tracked by Wall St. Rank hold XSW as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,570 State Street SPDR S&P Software & Services ETF shares in Q2 2025, an estimated $571K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's State Street SPDR S&P Software & Services ETF position peaked at $571K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.