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

High Point 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 		$581K Sell
3,385
-682
-17% -$109K 0.48% 53
2026
Q1 		$579K Sell
4,067
-16,550
-80% -$2.67M 0.56% 49
2025
Q4 		$3.86M Buy
+20,617
New +$3.97M 3.62% 5

Other funds holding XSW

LPL Financial
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

High Point Wealth Management's XSW Position: Q2 2026 in Review

High Point Wealth Management reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 17% in Q2 2026, selling an estimated $109K and leaving 3,385 shares worth $581K. The position accounts for 0.48% of the portfolio, ranked #53.

High Point Wealth Management first reported a position in XSW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.86M in Q4 2025. 64 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • High Point Wealth Management held 3,385 shares of State Street SPDR S&P Software & Services ETF worth $581K as of Q2 2026.
  • High Point Wealth Management sold 682 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $109K.
  • State Street SPDR S&P Software & Services ETF made up 0.48% of High Point Wealth Management's portfolio in Q2 2026, its #53 holding.
  • High Point Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $3.86M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.