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XSW icon

NewEdge Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

NewEdge Advisors’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 		$14.2K Hold
100
– – ﹤0.01% 3303
2025
Q4 		$18.7K Hold
100
– – ﹤0.01% 3278
2025
Q3 		$19.8K Hold
100
– – ﹤0.01% 3124
2025
Q2 		$19K Hold
100
– – ﹤0.01% 2979
2025
Q1 		$16K Hold
100
– – ﹤0.01% 2940
2024
Q4 		$18.9K Hold
100
– – ﹤0.01% 2825
2024
Q3 		$16.1K Hold
100
– – ﹤0.01% 2780
2024
Q2 		$15.1K Hold
100
– – ﹤0.01% 2711
2024
Q1 		$15.6K Buy
+100
New +$15.1K ﹤0.01% 2712

Other funds holding XSW

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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