Financial Life Planners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Financial Life Planners’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	–	Sell	-109	Closed	-$15.5K	–	366
2026 Q1	$15.5K	Buy	+109	New	+$17.6K	0.01%	207
2025 Q4	–	Sell	-125	Closed	-$24.8K	–	342
2025 Q3	$24.8K	Buy	+125	New	+$23.8K	0.02%	185

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

Financial Life Planners's XSW Position: Q2 2026 in Review

Financial Life Planners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026, closing a stake of 109 shares — an estimated $15.5K sold.

Financial Life Planners first reported a position in XSW in Q3 2025 and held it in 2 quarters. The position peaked at $24.8K in Q3 2025. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Financial Life Planners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 109 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $15.5K.
Financial Life Planners first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2025 and held it in 2 quarters.
Financial Life Planners's State Street SPDR S&P Software & Services ETF position peaked at $24.8K in Q3 2025.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.