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International Assets Investment Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

International Assets Investment 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 		$19.8K Hold
112
– – ﹤0.01% 1615
2026
Q1 		$16K Buy
+112
New +$18K ﹤0.01% 1567

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

International Assets Investment Management's XSW Position: Q2 2026 in Review

International Assets Investment Management held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 112 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

International Assets Investment Management first reported a position in XSW in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • International Assets Investment Management held 112 shares of State Street SPDR S&P Software & Services ETF worth $19.8K as of Q2 2026.
  • International Assets Investment Management left its State Street SPDR S&P Software & Services ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1615 holding.
  • International Assets Investment Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.