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 Q2	$18.7M	Buy	108,897 +1,712	+2%	+$273K	0.23%	87
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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kingsview Wealth Management's XSW Position: Q2 2026 in Review

Kingsview Wealth Management increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 1.6% in Q2 2026, buying an estimated $273K and bringing the position to 108,897 shares worth $18.7M. The position accounts for 0.23% of the portfolio, ranked #87.

Kingsview Wealth Management first reported a position in XSW in Q1 2023 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Kingsview Wealth Management held 108,897 shares of State Street SPDR S&P Software & Services ETF worth $18.7M as of Q2 2026.
Kingsview Wealth Management bought 1,712 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $273K.
State Street SPDR S&P Software & Services ETF made up 0.23% of Kingsview Wealth Management's portfolio in Q2 2026, its #87 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 10 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.