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

Golden State Wealth Management’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	$344	Hold	2	–	–	﹤0.01%	1554
2026 Q1	$285	Hold	2	–	–	﹤0.01%	1539
2025 Q4	$374	Hold	2	–	–	﹤0.01%	1603
2025 Q3	$396	Hold	2	–	–	﹤0.01%	1589
2025 Q2	$380	Hold	2	–	–	﹤0.01%	1507
2025 Q1	$320	Hold	2	–	–	﹤0.01%	1531
2024 Q4	$378	Buy	+2	New	+$363	﹤0.01%	1444
2020 Q2	–	Sell	-2	Closed	–	–	972
2020 Q1	$0	Buy	+2	New	+$197	﹤0.01%	1014
2019 Q4	–	Sell	-2	Closed	–	–	998
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1148
2019 Q2	$0	Buy	+2	New	+$190	﹤0.01%	1168

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

Golden State Wealth Management's XSW Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 2 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Golden State Wealth Management first reported a position in XSW in Q2 2019 and has held it in 10 quarters since. The position peaked at $396 in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Golden State Wealth Management held 2 shares of State Street SPDR S&P Software & Services ETF worth $344 as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #1554 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2019 and has held it in 10 quarters since.
Golden State Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $396 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.