Lowe Brockenbrough & Co’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Lowe Brockenbrough & Co’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	$145K	Sell	842 -3,303	-80%	-$526K	0.01%	288
2026 Q1	$590K	Buy	+4,145	New	+$668K	0.03%	213

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

Lowe Brockenbrough & Co's XSW Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 80% in Q2 2026, selling an estimated $526K and leaving 842 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #288.

Lowe Brockenbrough & Co first reported a position in XSW in Q1 2026 and has held it in 2 quarters since. The position peaked at $590K in Q1 2026. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Lowe Brockenbrough & Co held 842 shares of State Street SPDR S&P Software & Services ETF worth $145K as of Q2 2026.
Lowe Brockenbrough & Co sold 3,303 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $526K.
State Street SPDR S&P Software & Services ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #288 holding.
Lowe Brockenbrough & Co first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2026 and has held it in 2 quarters since.
Lowe Brockenbrough & Co's State Street SPDR S&P Software & Services ETF position peaked at $590K in Q1 2026.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.