Harbour Investments’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Harbour Investments’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
2025 Q2	–	Sell	-40	Closed	-$6.39K	–	3738
2025 Q1	$6.39K	Hold	40	–	–	﹤0.01%	2727
2024 Q4	$7.56K	Hold	40	–	–	﹤0.01%	2575
2024 Q3	$6.43K	Hold	40	–	–	﹤0.01%	2541
2024 Q2	$6.04K	Hold	40	–	–	﹤0.01%	2442
2024 Q1	$6.24K	Hold	40	–	–	﹤0.01%	2390
2023 Q4	$6.01K	Hold	40	–	–	﹤0.01%	2342
2023 Q3	$5.08K	Hold	40	–	–	﹤0.01%	2273
2023 Q2	$5.33K	Buy	40 +7	+21%	+$862	﹤0.01%	2263
2023 Q1	$4.06K	Hold	33	–	–	﹤0.01%	2351
2022 Q4	$3.59K	Hold	33	–	–	﹤0.01%	2341
2022 Q3	$4K	Hold	33	–	–	﹤0.01%	2277
2022 Q2	$4K	Buy	+33	New	+$4.13K	﹤0.01%	2277
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	2575
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	3625
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	3669
2021 Q1	$1K	Buy	+8	New	+$1.29K	﹤0.01%	3511

Other funds holding XSW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments's XSW Position: Q2 2025 in Review

Harbour Investments sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2025, closing a stake of 40 shares — an estimated $6.39K sold.

Harbour Investments first reported a position in XSW in Q1 2021 and held it in 16 quarters. The position peaked at $7.56K in Q4 2024. 111 funds tracked by Wall St. Rank hold XSW as of Q2 2025.

Harbour Investments reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 40 State Street SPDR S&P Software & Services ETF shares in Q2 2025, an estimated $6.39K.
Harbour Investments first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2021 and held it in 16 quarters.
Harbour Investments's State Street SPDR S&P Software & Services ETF position peaked at $7.56K in Q4 2024.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.