Jim Simons’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Jim Simons’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
2022 Q3	–	Sell	-4,000	Closed	-$444K	–	4473
2022 Q2	$444K	Buy	4,000 +1,800	+82%	+$225K	﹤0.01%	3225
2022 Q1	$324K	Buy	+2,200	New	+$321K	﹤0.01%	3437

Other funds holding XSW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jim Simons's XSW Position: Q3 2022 in Review

Jim Simons sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2022, closing a stake of 4,000 shares — an estimated $444K sold.

Jim Simons first reported a position in XSW in Q1 2022 and held it in 2 quarters. The position peaked at $444K in Q2 2022. 71 funds tracked by Wall St. Rank hold XSW as of Q3 2022.

Jim Simons reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2022 after selling out during the quarter.
Jim Simons sold 4,000 State Street SPDR S&P Software & Services ETF shares in Q3 2022, an estimated $444K.
Jim Simons first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2022 and held it in 2 quarters.
Jim Simons's State Street SPDR S&P Software & Services ETF position peaked at $444K in Q2 2022.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2022.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.