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

Kaizen Financial Strategies’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
Q2 		$475K Sell
2,685
-50
-2% -$7.96K 0.15% 105
2026
Q1 		$414K Buy
2,735
+50
+2% +$8.05K 0.18% 103
2025
Q4 		$502K Hold
2,685
– – 0.22% 79
2025
Q3 		$510K Sell
2,685
-75
-3% -$14.3K 0.23% 78
2025
Q2 		$524K Hold
2,760
– – 0.27% 70
2025
Q1 		$441K Buy
+2,760
New +$504K 0.25% 74
2024
Q2 		– Sell
-1,807
Closed -$282K – 160
2024
Q1 		$282K Sell
1,807
-100
-5% -$15.1K 0.19% 88
2023
Q4 		$287K Sell
1,907
-10
-0.5% -$1.33K 0.22% 81
2023
Q3 		$243K Sell
1,917
-139
-7% -$18.5K 0.21% 88
2023
Q2 		$285K Hold
2,056
– – 0.24% 74
2023
Q1 		$253K Sell
2,056
-296
-13% -$35.2K 0.25% 77
2022
Q4 		$270K Sell
2,352
-2,230
-49% -$244K 0.27% 85
2022
Q3 		$491K Sell
4,582
-230
-5% -$27.3K 0.5% 51
2022
Q2 		$534K Sell
4,812
-118
-2% -$14.8K 0.53% 49
2022
Q1 		$726K Sell
4,930
-21
-0.4% -$3.06K 0.57% 46
2021
Q4 		$819K Hold
4,951
– – 0.61% 43
2021
Q3 		$850K Buy
+4,951
New +$858K 0.69% 48
2021
Q1 		$727K Sell
4,616
-1,823
-28% -$294K 0.69% 45
2020
Q4 		$992K Buy
+6,439
New +$868K 1.1% 17

Other funds holding XSW

MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Kaizen Financial Strategies's XSW Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 1.8% in Q2 2026, selling an estimated $7.96K and leaving 2,685 shares worth $475K. The position accounts for 0.15% of the portfolio, ranked #105.

Kaizen Financial Strategies first reported a position in XSW in Q4 2020 and has held it in 19 quarters since. The position peaked at $992K in Q4 2020. 38 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Kaizen Financial Strategies held 2,685 shares of State Street SPDR S&P Software & Services ETF worth $475K as of Q2 2026.
  • Kaizen Financial Strategies sold 50 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $7.96K.
  • State Street SPDR S&P Software & Services ETF made up 0.15% of Kaizen Financial Strategies's portfolio in Q2 2026, its #105 holding.
  • Kaizen Financial Strategies first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2020 and has held it in 19 quarters since.
  • Kaizen Financial Strategies's State Street SPDR S&P Software & Services ETF position peaked at $992K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.