First Trust Advisors
XSW icon

First Trust Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

First Trust Advisors’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
2020
Q4 		– Sell
-13,004
Closed -$1.55M – 2427
2020
Q3 		$1.55M Sell
13,004
-1,411
-10% -$165K ﹤0.01% 1513
2020
Q2 		$1.61M Buy
14,415
+7,111
+97% +$703K ﹤0.01% 1493
2020
Q1 		$600K Sell
7,304
-492
-6% -$48.5K ﹤0.01% 1867
2019
Q4 		$792K Sell
7,796
-8,300
-52% -$811K ﹤0.01% 1975
2019
Q3 		$1.5M Buy
16,096
+3,369
+26% +$326K ﹤0.01% 1693
2019
Q2 		$1.23M Sell
12,727
-558
-4% -$53K ﹤0.01% 1786
2019
Q1 		$1.25M Buy
13,285
+4,729
+55% +$414K ﹤0.01% 1758
2018
Q4 		$638K Sell
8,556
-707
-8% -$56.3K ﹤0.01% 2034
2018
Q3 		$840K Buy
+9,263
New +$811K ﹤0.01% 2005

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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
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
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return