Morgan Stanley
XSW icon

Morgan Stanley’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Morgan Stanley’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 		$46.9M Buy
272,871
+28,432
+12% +$4.53M ﹤0.01% 2297
2026
Q1 		$34.8M Buy
244,439
+59,286
+32% +$9.55M ﹤0.01% 2460
2025
Q4 		$34.6M Buy
185,153
+99,320
+116% +$19.1M ﹤0.01% 2433
2025
Q3 		$17M Sell
85,833
-30,474
-26% -$5.81M ﹤0.01% 3033
2025
Q2 		$22.1M Buy
116,307
+18,460
+19% +$3.17M ﹤0.01% 2699
2025
Q1 		$15.6M Sell
97,847
-9,351
-9% -$1.71M ﹤0.01% 2937
2024
Q4 		$20.3M Buy
107,198
+23,237
+28% +$4.21M ﹤0.01% 2749
2024
Q3 		$13.5M Buy
83,961
+13,714
+20% +$2.11M ﹤0.01% 3181
2024
Q2 		$10.6M Sell
70,247
-4,416
-6% -$655K ﹤0.01% 3282
2024
Q1 		$11.6M Buy
74,663
+9,894
+15% +$1.49M ﹤0.01% 3217
2023
Q4 		$9.74M Sell
64,769
-24,086
-27% -$3.21M ﹤0.01% 3368
2023
Q3 		$11.3M Buy
88,855
+19,281
+28% +$2.57M ﹤0.01% 3015
2023
Q2 		$9.28M Sell
69,574
-9,540
-12% -$1.18M ﹤0.01% 3237
2023
Q1 		$9.74M Buy
79,114
+26,486
+50% +$3.15M ﹤0.01% 3169
2022
Q4 		$5.72M Sell
52,628
-4,341
-8% -$476K ﹤0.01% 3634
2022
Q3 		$6.1M Buy
56,969
+5,724
+11% +$678K ﹤0.01% 3504
2022
Q2 		$5.69M Sell
51,245
-3,234
-6% -$404K ﹤0.01% 3645
2022
Q1 		$8.03M Sell
54,479
-66,309
-55% -$9.67M ﹤0.01% 3168
2021
Q4 		$20M Sell
120,788
-19,637
-14% -$3.4M ﹤0.01% 2140
2021
Q3 		$24.1M Sell
140,425
-325
-0.2% -$56.3K ﹤0.01% 1895
2021
Q2 		$24.1M Sell
140,750
-8,965
-6% -$1.46M ﹤0.01% 1957
2021
Q1 		$23.6M Sell
149,715
-9,101
-6% -$1.47M ﹤0.01% 1759
2020
Q4 		$24.5M Sell
158,816
-6,844
-4% -$922K ﹤0.01% 1619
2020
Q3 		$19.8M Sell
165,660
-4,110
-2% -$482K ﹤0.01% 1494
2020
Q2 		$18.9M Sell
169,770
-31,576
-16% -$3.12M ﹤0.01% 1437
2020
Q1 		$16.5M Buy
201,346
+36,466
+22% +$3.6M ﹤0.01% 1420
2019
Q4 		$16.8M Buy
164,880
+3,352
+2% +$327K ﹤0.01% 1825
2019
Q3 		$15.1M Buy
161,528
+16,053
+11% +$1.56M ﹤0.01% 1730
2019
Q2 		$14M Buy
145,475
+8,846
+6% +$841K ﹤0.01% 1809
2019
Q1 		$12.9M Sell
136,629
-16,613
-11% -$1.46M ﹤0.01% 1789
2018
Q4 		$11.4M Buy
153,242
+43,405
+40% +$3.46M ﹤0.01% 1985
2018
Q3 		$9.96M Buy
109,837
+39,175
+55% +$3.43M ﹤0.01% 2422
2018
Q2 		$5.72M Sell
70,662
-9,713
-12% -$776K ﹤0.01% 2996
2018
Q1 		$6.08M Sell
80,375
-1,940
-2% -$145K ﹤0.01% 2815
2017
Q4 		$5.72M Buy
82,315
+9,154
+13% +$628K ﹤0.01% 2968
2017
Q3 		$4.81M Sell
73,161
-1,368
-2% -$87.5K ﹤0.01% 3004
2017
Q2 		$4.68M Sell
74,529
-7,148
-9% -$436K ﹤0.01% 2915
2017
Q1 		$4.81M Buy
81,677
+8,003
+11% +$461K ﹤0.01% 2897
2016
Q4 		$4.02M Buy
73,674
+3,200
+5% +$175K ﹤0.01% 3227
2016
Q3 		$3.92M Buy
70,474
+10,786
+18% +$582K ﹤0.01% 2912
2016
Q2 		$3.01M Sell
59,688
-4,502
-7% -$222K ﹤0.01% 3076
2016
Q1 		$3.07M Sell
64,190
-60,123
-48% -$2.7M ﹤0.01% 2960
2015
Q4 		$6.3M Sell
124,313
-5,445
-4% -$276K ﹤0.01% 2431
2015
Q3 		$6.06M Sell
129,758
-58,630
-31% -$2.91M ﹤0.01% 2472
2015
Q2 		$9.65M Buy
188,388
+42,386
+29% +$2.17M ﹤0.01% 2146
2015
Q1 		$7.24M Buy
146,002
+14,114
+11% +$677K ﹤0.01% 2398
2014
Q4 		$6.28M Buy
131,888
+7,540
+6% +$340K ﹤0.01% 2504
2014
Q3 		$5.35M Sell
124,348
-2,432
-2% -$106K ﹤0.01% 2586
2014
Q2 		$5.61M Sell
126,780
-2,206
-2% -$92.3K ﹤0.01% 2557
2014
Q1 		$5.68M Sell
128,986
-6,202
-5% -$281K ﹤0.01% 2468
2013
Q4 		$6.12M Buy
135,188
+9,262
+7% +$402K ﹤0.01% 2392
2013
Q3 		$5.34M Sell
125,926
-1,712
-1% -$69.1K ﹤0.01% 2367
2013
Q2 		$4.66M Buy
+127,638
New +$4.53M ﹤0.01% 2397

Other funds holding XSW

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
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 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

Morgan Stanley's XSW Position: Q2 2026 in Review

Morgan Stanley increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 12% in Q2 2026, buying an estimated $4.53M and bringing the position to 272,871 shares worth $46.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Morgan Stanley first reported a position in XSW in Q2 2013 and has held it in 53 quarters since. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Morgan Stanley held 272,871 shares of State Street SPDR S&P Software & Services ETF worth $46.9M as of Q2 2026.
  • Morgan Stanley bought 28,432 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $4.53M.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2297 holding.
  • Morgan Stanley first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2013 and has held it in 53 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.