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

IHT 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 		$293K Sell
1,705
-1,170
-41% -$186K 0.01% 1023
2026
Q1 		$409K Buy
+2,875
New +$463K 0.01% 899
2024
Q4 		– Sell
-4,558
Closed -$732K – 1225
2024
Q3 		$732K Sell
4,558
-8
-0.2% -$1.23K 0.02% 594
2024
Q2 		$690K Buy
4,566
+2
+0% +$296 0.03% 533
2024
Q1 		$712K Sell
4,564
-287
-6% -$43.3K 0.03% 525
2023
Q4 		$729K Buy
4,851
+178
+4% +$23.7K 0.03% 484
2023
Q3 		$593K Buy
4,673
+479
+11% +$63.9K 0.03% 501
2023
Q2 		$559K Buy
4,194
+252
+6% +$31K 0.03% 506
2023
Q1 		$485K Buy
3,942
+1,833
+87% +$218K 0.03% 512
2022
Q4 		$229K Buy
2,109
+108
+5% +$11.8K 0.01% 770
2022
Q3 		$214K Buy
2,001
+83
+4% +$9.84K 0.02% 759
2022
Q2 		$213K Hold
1,918
– – 0.02% 648
2022
Q1 		$283K Hold
1,918
– – 0.02% 586
2021
Q4 		$317K Sell
1,918
-165
-8% -$28.6K 0.02% 586
2021
Q3 		$358K Sell
2,083
-72
-3% -$12.5K 0.03% 539
2021
Q2 		$370K Buy
2,155
+73
+4% +$11.9K 0.02% 634
2021
Q1 		$328K Sell
2,082
-32,033
-94% -$5.16M 0.02% 603
2020
Q4 		$1.19M Buy
34,115
+32,124
+1,613% +$4.33M 0.1% 215
2020
Q3 		$238K Buy
+1,991
New +$233K 0.02% 558

Other funds holding XSW

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

IHT Wealth Management's XSW Position: Q2 2026 in Review

IHT Wealth Management reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 41% in Q2 2026, selling an estimated $186K and leaving 1,705 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1023.

IHT Wealth Management first reported a position in XSW in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2020. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • IHT Wealth Management held 1,705 shares of State Street SPDR S&P Software & Services ETF worth $293K as of Q2 2026.
  • IHT Wealth Management sold 1,170 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $186K.
  • State Street SPDR S&P Software & Services ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1023 holding.
  • IHT Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2020 and has held it in 19 quarters since.
  • IHT Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $1.19M in Q4 2020.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.