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Regatta Research & Money Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Regatta Research & Money Management’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 		$27.7K Buy
+161
New +$25.6K 0.03% 361

Other funds holding XSW

LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Regatta Research & Money Management's XSW Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026: 161 shares worth $27.7K. The stake represents 0.03% of the portfolio and ranks #361 among its holdings.

100 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Regatta Research & Money Management held 161 shares of State Street SPDR S&P Software & Services ETF worth $27.7K as of Q2 2026.
  • State Street SPDR S&P Software & Services ETF was a new Regatta Research & Money Management position in Q2 2026.
  • State Street SPDR S&P Software & Services ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #361 holding.
  • 100 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.