Leuthold Group’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Leuthold Group’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
2024 Q2	–	Sell	-6,492	Closed	-$1.01M	–	213
2024 Q1	$1.01M	Sell	6,492 -82	-1%	-$12.4K	0.11%	133
2023 Q4	$988K	Buy	6,574 +82	+1%	+$10.9K	0.12%	127
2023 Q3	$824K	Buy	6,492 +59	+0.9%	+$7.87K	0.12%	133
2023 Q2	$858K	Hold	6,433	–	–	0.11%	139
2023 Q1	$792K	Buy	+6,433	New	+$764K	0.1%	138

Other funds holding XSW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Leuthold Group's XSW Position: Q2 2024 in Review

Leuthold Group sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2024, closing a stake of 6,492 shares — an estimated $1.01M sold.

Leuthold Group first reported a position in XSW in Q1 2023 and held it in 5 quarters. The position peaked at $1.01M in Q1 2024. 96 funds tracked by Wall St. Rank hold XSW as of Q2 2024.

Leuthold Group reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2024 after selling out during the quarter.
Leuthold Group sold 6,492 State Street SPDR S&P Software & Services ETF shares in Q2 2024, an estimated $1.01M.
Leuthold Group first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2023 and held it in 5 quarters.
Leuthold Group's State Street SPDR S&P Software & Services ETF position peaked at $1.01M in Q1 2024.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2024.

Based on Leuthold Group's 13F filing for Q2 2024, filed 12 Aug 2024.