Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-64	Closed	-$12K	–	678
2025 Q4	$12K	Buy	+64	New	+$12.3K	﹤0.01%	469
2021 Q3	–	Sell	-193	Closed	-$33K	–	760
2021 Q2	$33K	Buy	+193	New	+$31.4K	0.01%	320

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

Laurel Wealth Advisors (North Carolina)'s XSW Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 64 shares — an estimated $12K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XSW in Q2 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 64 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $12K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2021 and held it in 2 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P Software & Services ETF position peaked at $33K in Q2 2021.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.