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

Kingsview 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
2026 Q1	$15.3M	Buy	+107,185	New	+$17.3M	0.21%	95
2025 Q3	–	Sell	-53,710	Closed	-$10.2M	–	1306
2025 Q2	$10.2M	Sell	53,710 -14,330	-21%	-$2.46M	0.17%	101
2025 Q1	$10.9M	Buy	68,040 +7,933	+13%	+$1.45M	0.2%	102
2024 Q4	$11.4M	Buy	+60,107	New	+$10.9M	0.22%	86
2024 Q3	–	Sell	-41,113	Closed	-$6.21M	–	1163
2024 Q2	$6.21M	Sell	41,113 -193	-0.5%	-$28.6K	0.15%	153
2024 Q1	$6.44M	Buy	41,306 +33,399	+422%	+$5.04M	0.16%	144
2023 Q4	$1.19M	Sell	7,907 -5,276	-40%	-$702K	0.04%	414
2023 Q3	$1.67M	Buy	+13,183	New	+$1.76M	0.06%	321
2023 Q2	–	Sell	-2,232	Closed	-$275K	–	988
2023 Q1	$275K	Buy	+2,232	New	+$265K	0.01%	736

Other funds holding XSW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Kingsview Wealth Management's XSW Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026: 107,185 shares worth $15.3M. The stake represents 0.21% of the portfolio and ranks #95 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in XSW as recently as Q2 2025.

Kingsview Wealth Management first reported a position in XSW in Q1 2023 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Kingsview Wealth Management held 107,185 shares of State Street SPDR S&P Software & Services ETF worth $15.3M as of Q1 2026.
State Street SPDR S&P Software & Services ETF was a new Kingsview Wealth Management position in Q1 2026.
State Street SPDR S&P Software & Services ETF made up 0.21% of Kingsview Wealth Management's portfolio in Q1 2026, its #95 holding.
Kingsview Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2023 and has held it in 9 quarters since.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.