HWMA
XSW icon

Heritage Wealth Management (Arizona)’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$18.7K Buy
172
+86
+100% +$9.43K ﹤0.01% 675
2022
Q3 		$9K Hold
86
– – ﹤0.01% 681
2022
Q2 		$9.54K Hold
86
– – ﹤0.01% 670
2022
Q1 		$13K Buy
+86
New +$12.5K ﹤0.01% 680

Other funds holding XSW

MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XSW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 100% in Q4 2022, buying an estimated $9.43K and bringing the position to 172 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Heritage Wealth Management (Arizona) first reported a position in XSW in Q1 2022 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold XSW as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 172 shares of State Street SPDR S&P Software & Services ETF worth $18.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 86 State Street SPDR S&P Software & Services ETF shares in Q4 2022, an estimated $9.43K.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #675 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2022 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.