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 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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

Kingswood Wealth Advisors's XSW Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 12% in Q1 2026, selling an estimated $51.4K and leaving 2,360 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #678.

Kingswood Wealth Advisors first reported a position in XSW in Q2 2024 and has held it in 8 quarters since. The position peaked at $550K in Q3 2025. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Kingswood Wealth Advisors held 2,360 shares of State Street SPDR S&P Software & Services ETF worth $336K as of Q1 2026.
Kingswood Wealth Advisors sold 319 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $51.4K.
State Street SPDR S&P Software & Services ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #678 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 8 quarters since.
Kingswood Wealth Advisors's State Street SPDR S&P Software & Services ETF position peaked at $550K in Q3 2025.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.