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 Q1	$16K	Buy	+112	New	+$18K	﹤0.01%	1567

Other funds holding XSW

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

International Assets Investment Management's XSW Position: Q1 2026 in Review

International Assets Investment Management opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026: 112 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings.

113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

International Assets Investment Management held 112 shares of State Street SPDR S&P Software & Services ETF worth $16K as of Q1 2026.
State Street SPDR S&P Software & Services ETF was a new International Assets Investment Management position in Q1 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q1 2026, its #1567 holding.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.