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Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$573K Buy
+4,656
New +$553K 0.22% 96

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XSW Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2023: 4,656 shares worth $573K. The stake represents 0.22% of the portfolio and ranks #96 among its holdings.

82 funds tracked by Wall St. Rank hold XSW as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 4,656 shares of State Street SPDR S&P Software & Services ETF worth $573K as of Q1 2023.
  • State Street SPDR S&P Software & Services ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • State Street SPDR S&P Software & Services ETF made up 0.22% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #96 holding.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.