Focus Partners Wealth
XSW icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth's XSW Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 7% in Q1 2026, selling an estimated $18.4K and leaving 1,515 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Focus Partners Wealth first reported a position in XSW in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • Focus Partners Wealth held 1,515 shares of State Street SPDR S&P Software & Services ETF worth $216K as of Q1 2026.
  • Focus Partners Wealth sold 114 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $18.4K.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2382 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 2 quarters since.
  • Focus Partners Wealth's State Street SPDR S&P Software & Services ETF position peaked at $305K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.