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

Kingswood Wealth Advisors’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	$394K	Sell	2,296 -64	-3%	-$10.2K	0.02%	682
2026 Q1	$336K	Sell	2,360 -319	-12%	-$51.4K	0.02%	678
2025 Q4	$501K	Sell	2,679 -104	-4%	-$20K	0.02%	523
2025 Q3	$550K	Hold	2,783	–	–	0.03%	455
2025 Q2	$528K	Sell	2,783 -12	-0.4%	-$2.06K	0.04%	394
2025 Q1	$447K	Buy	2,795 +408	+17%	+$74.4K	0.04%	424
2024 Q4	$451K	Sell	2,387 -297	-11%	-$53.9K	0.03%	469
2024 Q3	$431K	Hold	2,684	–	–	0.03%	495
2024 Q2	$406K	Buy	+2,684	New	+$398K	0.04%	438

Other funds holding XSW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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

Kingswood Wealth Advisors's XSW Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 2.7% in Q2 2026, selling an estimated $10.2K and leaving 2,296 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #682.

Kingswood Wealth Advisors first reported a position in XSW in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q3 2025. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Kingswood Wealth Advisors held 2,296 shares of State Street SPDR S&P Software & Services ETF worth $394K as of Q2 2026.
Kingswood Wealth Advisors sold 64 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P Software & Services ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #682 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's State Street SPDR S&P Software & Services ETF position peaked at $550K in Q3 2025.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.