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 Q2	$17.2K	Hold	100	–	–	﹤0.01%	3399
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

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

NewEdge Advisors's XSW Position: Q2 2026 in Review

NewEdge Advisors held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 100 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

NewEdge Advisors first reported a position in XSW in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.8K in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

NewEdge Advisors held 100 shares of State Street SPDR S&P Software & Services ETF worth $17.2K as of Q2 2026.
NewEdge Advisors left its State Street SPDR S&P Software & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3399 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2024 and has held it in 10 quarters since.
NewEdge Advisors's State Street SPDR S&P Software & Services ETF position peaked at $19.8K 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.