Jones Financial Companies
XSW icon

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

Jones Financial Companies’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 		$280K Sell
2,023
-1,302
-39% -$210K ﹤0.01% 2273
2025
Q4 		$622K Sell
3,325
-548
-14% -$105K ﹤0.01% 1418
2025
Q3 		$773K Sell
3,873
-88
-2% -$16.8K ﹤0.01% 1225
2025
Q2 		$739K Buy
3,961
+1,072
+37% +$184K ﹤0.01% 1128
2025
Q1 		$469K Buy
2,889
+1,229
+74% +$224K ﹤0.01% 1155
2024
Q4 		$314K Buy
1,660
+1,410
+564% +$256K ﹤0.01% 1170
2024
Q3 		$40.2K Buy
250
+242
+3,025% +$37.2K ﹤0.01% 1718
2024
Q2 		$1.21K Buy
+8
New +$1.19K ﹤0.01% 2256

Other funds holding XSW

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return