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

Foundations Investment 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
2025
Q2 		– Sell
-2,723
Closed -$435K – 996
2025
Q1 		$435K Sell
2,723
-981
-26% -$179K 0.01% 614
2024
Q4 		$700K Buy
+3,704
New +$672K 0.01% 469
2024
Q3 		– Sell
-5,433
Closed -$821K – 872
2024
Q2 		$821K Buy
5,433
+38
+0.7% +$5.63K 0.02% 380
2024
Q1 		$842K Buy
5,395
+3,488
+183% +$526K 0.02% 355
2023
Q4 		$285K Sell
1,907
-18,001
-90% -$2.4M 0.01% 560
2023
Q3 		$2.53M Buy
+19,908
New +$2.65M 0.08% 196

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 $376B AUM 19.32% 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 $885M AUM 47.78% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return