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

Focus Partners Wealth’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	$226K	Sell	1,318 -197	-13%	-$31.4K	﹤0.01%	2422
2026 Q1	$216K	Sell	1,515 -114	-7%	-$18.4K	﹤0.01%	2382
2025 Q4	$305K	Buy	+1,629	New	+$313K	﹤0.01%	2219

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

Focus Partners Wealth's XSW Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 13% in Q2 2026, selling an estimated $31.4K and leaving 1,318 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Focus Partners Wealth first reported a position in XSW in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Focus Partners Wealth held 1,318 shares of State Street SPDR S&P Software & Services ETF worth $226K as of Q2 2026.
Focus Partners Wealth sold 197 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $31.4K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2422 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's State Street SPDR S&P Software & Services ETF position peaked at $305K in Q4 2025.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.