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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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 $885M AUM 47.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IHT Wealth Management's XSW Position: Q1 2026 in Review

IHT Wealth Management opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026: 2,875 shares worth $409K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in XSW as recently as Q3 2024.

IHT Wealth Management first reported a position in XSW in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2020. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • IHT Wealth Management held 2,875 shares of State Street SPDR S&P Software & Services ETF worth $409K as of Q1 2026.
  • State Street SPDR S&P Software & Services ETF was a new IHT Wealth Management position in Q1 2026.
  • State Street SPDR S&P Software & Services ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #899 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 18 quarters since.
  • IHT Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $1.19M in Q4 2020.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.