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 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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return