HR
XSW icon

Howe & Rusling’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-84
Closed -$15.9K – 476
2024
Q4 		$15.9K Sell
84
-46
-35% -$8.34K ﹤0.01% 352
2024
Q3 		$20.9K Buy
+130
New +$20K ﹤0.01% 333

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Howe & Rusling's XSW Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2025, closing a stake of 84 shares — an estimated $15.9K sold.

Howe & Rusling first reported a position in XSW in Q3 2024 and held it in 2 quarters. The position peaked at $20.9K in Q3 2024. 116 funds tracked by Wall St. Rank hold XSW as of Q1 2025.

  • Howe & Rusling reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 84 State Street SPDR S&P Software & Services ETF shares in Q1 2025, an estimated $15.9K.
  • Howe & Rusling first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2024 and held it in 2 quarters.
  • Howe & Rusling's State Street SPDR S&P Software & Services ETF position peaked at $20.9K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.