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

Global Retirement Partners’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
2024
Q3 		– Sell
-8
Closed -$1.21K – 3658
2024
Q2 		$1.21K Hold
8
– – ﹤0.01% 3115
2024
Q1 		$1.25K Sell
8
-77
-91% -$11.6K ﹤0.01% 2907
2023
Q4 		$12.4K Hold
85
– – ﹤0.01% 1977
2023
Q3 		$10.6K Hold
85
– – ﹤0.01% 1934
2023
Q2 		$11.3K Hold
85
– – ﹤0.01% 1919
2023
Q1 		$9.61K Hold
85
– – ﹤0.01% 1939
2022
Q4 		$9.24K Buy
85
+77
+963% +$8.44K ﹤0.01% 1815
2022
Q3 		$1K Hold
8
– – ﹤0.01% 2623
2022
Q2 		$1K Hold
8
– – ﹤0.01% 2606
2022
Q1 		$1K Buy
+8
New +$1.17K ﹤0.01% 2565
2021
Q4 		– Sell
-8
Closed -$1K – 1859
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1950
2021
Q2 		$1K Hold
8
– – ﹤0.01% 1837
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1750
2020
Q4 		$1K Buy
+8
New +$1.08K ﹤0.01% 1707

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Global Retirement Partners's XSW Position: Q3 2024 in Review

Global Retirement Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2024, closing a stake of 8 shares — an estimated $1.21K sold.

Global Retirement Partners first reported a position in XSW in Q4 2020 and held it in 14 quarters. The position peaked at $12.4K in Q4 2023. 92 funds tracked by Wall St. Rank hold XSW as of Q3 2024.

  • Global Retirement Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 8 State Street SPDR S&P Software & Services ETF shares in Q3 2024, an estimated $1.21K.
  • Global Retirement Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2020 and held it in 14 quarters.
  • Global Retirement Partners's State Street SPDR S&P Software & Services ETF position peaked at $12.4K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.