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NBC Securities’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

NBC Securities’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
Q1 		$4.55K Hold
32
– – ﹤0.01% 2143
2025
Q4 		$5.99K Buy
32
+1
+3% +$192 ﹤0.01% 2159
2025
Q3 		$6.13K Sell
31
-37
-54% -$7.06K ﹤0.01% 2143
2025
Q2 		$12K Buy
68
+31
+84% +$5.32K ﹤0.01% 1905
2025
Q1 		$5K Buy
+37
New +$6.75K ﹤0.01% 1888
2024
Q4 		– Sell
-109
Closed -$17K – 2116
2024
Q3 		$17K Hold
109
– – ﹤0.01% 1566
2024
Q2 		$16K Hold
109
– – ﹤0.01% 1537
2024
Q1 		$17K Hold
109
– – ﹤0.01% 1516
2023
Q4 		$16K Hold
109
– – ﹤0.01% 1566
2023
Q3 		$13K Buy
+109
New +$14.5K ﹤0.01% 1637

Other funds holding XSW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return