MF
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Manchester Financial’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Manchester Financial’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
2021
Q2 		– Sell
-192
Closed -$30K – 677
2021
Q1 		$30K Buy
192
+25
+15% +$4.03K 0.01% 253
2020
Q4 		$26K Buy
167
+60
+56% +$8.09K 0.02% 242
2020
Q3 		$13K Sell
107
-15
-12% -$1.76K 0.01% 290
2020
Q2 		$14K Buy
122
+97
+388% +$9.59K 0.01% 278
2020
Q1 		$2K Buy
+25
New +$2.47K ﹤0.01% 448

Other funds holding XSW

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return