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

Grant Private 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 Q3	$524K	Sell	2,696 -433	-14%	-$82.9K	0.24%	95
2026 Q2	$538K	Sell	3,129 -250	-7%	-$39.8K	0.23%	88
2026 Q1	$481K	Sell	3,379 -301	-8%	-$48.5K	0.26%	81
2025 Q4	$689K	Hold	3,680	–	–	0.42%	50
2025 Q3	$728K	Buy	+3,680	New	+$702K	0.45%	45
2025 Q2	–	Sell	-3,641	Closed	-$582K	–	148
2025 Q1	$582K	Sell	3,641 -60	-2%	-$10.9K	0.63%	43
2024 Q4	$699K	Buy	+3,701	New	+$671K	0.75%	35

Other funds holding XSW

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Grant Private Wealth Management's XSW Position: Q3 2026 in Review

Grant Private Wealth Management reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 14% in Q3 2026, selling an estimated $82.9K and leaving 2,696 shares worth $524K. The position accounts for 0.24% of the portfolio, ranked #95.

Grant Private Wealth Management first reported a position in XSW in Q4 2024 and has held it in 7 quarters since. The position peaked at $728K in Q3 2025. 16 funds tracked by Wall St. Rank hold XSW as of Q3 2026.

Grant Private Wealth Management held 2,696 shares of State Street SPDR S&P Software & Services ETF worth $524K as of Q3 2026.
Grant Private Wealth Management sold 433 State Street SPDR S&P Software & Services ETF shares in Q3 2026, an estimated $82.9K.
State Street SPDR S&P Software & Services ETF made up 0.24% of Grant Private Wealth Management's portfolio in Q3 2026, its #95 holding.
Grant Private Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $728K in Q3 2025.
16 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.