MWA Asset Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

MWA Asset 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	$296K	Buy	1,723 +109	+7%	+$17.4K	0.13%	109
2026 Q1	$230K	Sell	1,614 -220	-12%	-$35.4K	0.13%	111
2025 Q4	$343K	Sell	1,834 -215	-10%	-$41.4K	0.19%	94
2025 Q3	$405K	Buy	2,049 +560	+38%	+$107K	0.22%	88
2025 Q2	$283K	Buy	+1,489	New	+$255K	0.17%	99

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

MWA Asset Management's XSW Position: Q2 2026 in Review

MWA Asset Management increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 6.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,723 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #109.

MWA Asset Management first reported a position in XSW in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

MWA Asset Management held 1,723 shares of State Street SPDR S&P Software & Services ETF worth $296K as of Q2 2026.
MWA Asset Management bought 109 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $17.4K.
State Street SPDR S&P Software & Services ETF made up 0.13% of MWA Asset Management's portfolio in Q2 2026, its #109 holding.
MWA Asset Management first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2025 and has held it in 5 quarters since.
MWA Asset Management's State Street SPDR S&P Software & Services ETF position peaked at $405K in Q3 2025.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.