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Kiker Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Kiker Wealth Management’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
Q4 		– Sell
-56
Closed -$11.1K – 217
2025
Q3 		$11.1K Hold
56
– – 0.01% 164
2025
Q2 		$10.6K Sell
56
-86
-61% -$14.8K 0.01% 351
2025
Q1 		$22.7K Hold
142
– – 0.02% 281
2024
Q4 		$26.8K Buy
+142
New +$25.8K 0.02% 107

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return

Kiker Wealth Management's XSW Position: Q4 2025 in Review

Kiker Wealth Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 56 shares — an estimated $11.1K sold.

Kiker Wealth Management first reported a position in XSW in Q4 2024 and held it in 4 quarters. The position peaked at $26.8K in Q4 2024. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

  • Kiker Wealth Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 56 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $11.1K.
  • Kiker Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2024 and held it in 4 quarters.
  • Kiker Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $26.8K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.