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J.W. Coons Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

J.W. Coons Advisors’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
Q2 		$1.28M Buy
6,730
+35
+0.5% +$6K 0.29% 80
2025
Q1 		$1.07M Buy
6,695
+200
+3% +$36.5K 0.28% 86
2024
Q4 		$1.23M Sell
6,495
-220
-3% -$39.9K 0.32% 74
2024
Q3 		$1.08M Buy
6,715
+90
+1% +$13.8K 0.27% 89
2024
Q2 		$1M Buy
6,625
+880
+15% +$130K 0.24% 93
2024
Q1 		$896K Buy
+5,745
New +$866K 0.2% 98

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

J.W. Coons Advisors's XSW Position: Q2 2025 in Review

J.W. Coons Advisors increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 0.52% in Q2 2025, buying an estimated $6K and bringing the position to 6,730 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #80.

J.W. Coons Advisors first reported a position in XSW in Q1 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold XSW as of Q2 2025.

  • J.W. Coons Advisors held 6,730 shares of State Street SPDR S&P Software & Services ETF worth $1.28M as of Q2 2025.
  • J.W. Coons Advisors bought 35 State Street SPDR S&P Software & Services ETF shares in Q2 2025, an estimated $6K.
  • State Street SPDR S&P Software & Services ETF made up 0.29% of J.W. Coons Advisors's portfolio in Q2 2025, its #80 holding.
  • J.W. Coons Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2024 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.