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

Fourth Dimension 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	$17.2K	Hold	100	–	–	0.01%	400
2026 Q1	$14.2K	Hold	100	–	–	0.01%	371
2025 Q4	$18.7K	Hold	100	–	–	0.01%	340
2025 Q3	$19.8K	Hold	100	–	–	0.01%	324
2025 Q2	$19K	Hold	100	–	–	0.01%	329
2025 Q1	$16K	Buy	+100	New	+$18.2K	0.01%	348
2024 Q4	–	Hold	0	–	–	–	429

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

Fourth Dimension Wealth's XSW Position: Q2 2026 in Review

Fourth Dimension Wealth held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 100 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #400.

Fourth Dimension Wealth first reported a position in XSW in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.8K in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Fourth Dimension Wealth held 100 shares of State Street SPDR S&P Software & Services ETF worth $17.2K as of Q2 2026.
Fourth Dimension Wealth left its State Street SPDR S&P Software & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Software & Services ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #400 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street SPDR S&P Software & Services ETF position peaked at $19.8K in Q3 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.