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

Millstone Evans 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	–	Sell	-3	Closed	-$427	–	913
2026 Q1	$427	Hold	3	–	–	﹤0.01%	835
2025 Q4	$561	Hold	3	–	–	﹤0.01%	830
2025 Q3	$593	Hold	3	–	–	﹤0.01%	810
2025 Q2	$569	Hold	3	–	–	﹤0.01%	736
2025 Q1	$480	Buy	+3	New	+$547	﹤0.01%	773

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

Millstone Evans Group's XSW Position: Q2 2026 in Review

Millstone Evans Group sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026, closing a stake of 3 shares — an estimated $427 sold.

Millstone Evans Group first reported a position in XSW in Q1 2025 and held it in 5 quarters. The position peaked at $593 in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Millstone Evans Group reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2026 after selling out during the quarter.
Millstone Evans Group sold 3 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $427.
Millstone Evans Group first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and held it in 5 quarters.
Millstone Evans Group's State Street SPDR S&P Software & Services ETF position peaked at $593 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 Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.