High Point Wealth Management
XSW icon

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
Q3 		$726K Buy
3,730
+345
+10% +$66.1K 0.57% 44
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

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Performa Ltd (US)
Performa Ltd (US) Charleston, South Carolina $625M AUM 11.07% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

High Point Wealth Management's XSW Position: Q3 2026 in Review

High Point Wealth Management increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 10% in Q3 2026, buying an estimated $66.1K and bringing the position to 3,730 shares worth $726K. The position accounts for 0.57% of the portfolio, ranked #44.

High Point Wealth Management first reported a position in XSW in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.86M in Q4 2025. 70 funds tracked by Wall St. Rank hold XSW as of Q3 2026.

  • High Point Wealth Management held 3,730 shares of State Street SPDR S&P Software & Services ETF worth $726K as of Q3 2026.
  • High Point Wealth Management bought 345 State Street SPDR S&P Software & Services ETF shares in Q3 2026, an estimated $66.1K.
  • State Street SPDR S&P Software & Services ETF made up 0.57% of High Point Wealth Management's portfolio in Q3 2026, its #44 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 4 quarters since.
  • High Point Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $3.86M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.