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

McGuire Investment 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
2026
Q2 		$11.4M Buy
66,496
+210
+0.3% +$33.4K 1% 30
2026
Q1 		$9.43M Sell
66,286
-371
-0.6% -$59.8K 1.07% 33
2025
Q4 		$12.5M Sell
66,657
-116
-0.2% -$22.3K 1.33% 27
2025
Q3 		$13.2M Sell
66,773
-654
-1% -$125K 1.5% 21
2025
Q2 		$12.8M Buy
67,427
+1,298
+2% +$223K 1.64% 19
2025
Q1 		$10.6M Buy
66,129
+221
+0.3% +$40.3K 1.57% 22
2024
Q4 		$12.5M Buy
65,908
+9
+0% +$1.63K 1.8% 19
2024
Q3 		$10.6M Sell
65,899
-2,388
-3% -$367K 1.49% 23
2024
Q2 		$10.3M Buy
68,287
+316
+0.5% +$46.8K 1.48% 23
2024
Q1 		$10.6M Buy
67,971
+11,589
+21% +$1.75M 1.55% 22
2023
Q4 		$8.48M Buy
56,382
+2,238
+4% +$298K 1.41% 28
2023
Q3 		$6.87M Buy
54,144
+1,231
+2% +$164K 1.32% 29
2023
Q2 		$7.06M Sell
52,913
-918
-2% -$113K 1.31% 29
2023
Q1 		$6.62M Sell
53,831
-1,020
-2% -$121K 1.32% 31
2022
Q4 		$5.96M Sell
54,851
-398
-0.7% -$43.6K 1.29% 32
2022
Q3 		$5.92M Sell
55,249
-1
-0% -$119 1.35% 32
2022
Q2 		$6.13M Sell
55,250
-274
-0.5% -$34.3K 1.32% 33
2022
Q1 		$8.18M Buy
55,524
+398
+0.7% +$58K 1.5% 28
2021
Q4 		$9.12M Buy
55,126
+334
+0.6% +$57.9K 1.5% 26
2021
Q3 		$9.41M Buy
54,792
+1,165
+2% +$202K 1.77% 23
2021
Q2 		$9.2M Buy
53,627
+1,364
+3% +$222K 1.75% 23
2021
Q1 		$8.23M Buy
52,263
+2,038
+4% +$329K 1.74% 23
2020
Q4 		$7.74M Buy
50,225
+467
+0.9% +$62.9K 1.92% 19
2020
Q3 		$5.94M Buy
49,758
+1,190
+2% +$140K 1.77% 22
2020
Q2 		$5.42M Buy
48,568
+341
+0.7% +$33.7K 1.88% 21
2020
Q1 		$3.96M Buy
48,227
+43,374
+894% +$4.28M 1.65% 22
2019
Q4 		$493K Buy
4,853
+2,573
+113% +$251K 0.15% 64
2019
Q3 		$213K Buy
+2,280
New +$221K 0.07% 94

Other funds holding XSW

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McGuire Investment Group's XSW Position: Q2 2026 in Review

McGuire Investment Group increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 0.32% in Q2 2026, buying an estimated $33.4K and bringing the position to 66,496 shares worth $11.4M. The position accounts for 1% of the portfolio, ranked #30.

McGuire Investment Group first reported a position in XSW in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.2M in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • McGuire Investment Group held 66,496 shares of State Street SPDR S&P Software & Services ETF worth $11.4M as of Q2 2026.
  • McGuire Investment Group bought 210 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $33.4K.
  • State Street SPDR S&P Software & Services ETF made up 1% of McGuire Investment Group's portfolio in Q2 2026, its #30 holding.
  • McGuire Investment Group first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2019 and has held it in 28 quarters since.
  • McGuire Investment Group's State Street SPDR S&P Software & Services ETF position peaked at $13.2M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.