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

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

Grant Private Wealth Management's XSW Position: Q2 2026 in Review

Grant Private Wealth Management reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 7.4% in Q2 2026, selling an estimated $39.8K and leaving 3,129 shares worth $538K. The position accounts for 0.23% of the portfolio, ranked #88.

Grant Private Wealth Management first reported a position in XSW in Q4 2024 and has held it in 6 quarters since. The position peaked at $728K in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Grant Private Wealth Management held 3,129 shares of State Street SPDR S&P Software & Services ETF worth $538K as of Q2 2026.
Grant Private Wealth Management sold 250 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $39.8K.
State Street SPDR S&P Software & Services ETF made up 0.23% of Grant Private Wealth Management's portfolio in Q2 2026, its #88 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 6 quarters since.
Grant Private Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $728K 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 Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.