JNBA Financial Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

JNBA Financial 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
2026 Q1	–	Sell	-157	Closed	-$29.4K	–	887
2025 Q4	$29.4K	Hold	157	–	–	﹤0.01%	380
2025 Q3	$31K	Sell	157 -6	-4%	-$1.15K	﹤0.01%	368
2025 Q2	$30.9K	Hold	163	–	–	﹤0.01%	344
2025 Q1	$26.1K	Sell	163 -37	-19%	-$6.75K	﹤0.01%	348
2024 Q4	$37.8K	Buy	+200	New	+$36.3K	﹤0.01%	313

Other funds holding XSW

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

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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $369B AUM 28.27% 1-Year Est. Return

JNBA Financial Advisors's XSW Position: Q1 2026 in Review

JNBA Financial Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 157 shares — an estimated $29.4K sold.

JNBA Financial Advisors first reported a position in XSW in Q4 2024 and held it in 5 quarters. The position peaked at $37.8K in Q4 2024. 114 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

JNBA Financial Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 157 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $29.4K.
JNBA Financial Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2024 and held it in 5 quarters.
JNBA Financial Advisors's State Street SPDR S&P Software & Services ETF position peaked at $37.8K in Q4 2024.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.