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Northwestern Mutual Wealth Management’s
State Street SPDR S&P Software & Services ETF
XSW
Stock Holding History
Northwestern Mutual Wealth Management’s Portfolio
XSW Stock Details
XSW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$115K
Buy
+806
New
+$130K
﹤0.01%
2121
2025
Q3
–
Sell
-65
Closed
-$12.3K
–
4082
2025
Q2
$12.3K
Buy
65
+2
+3%
+$343
﹤0.01%
2729
2025
Q1
$10.1K
Buy
63
+55
+688%
+$10K
﹤0.01%
2742
2024
Q4
$1.51K
Buy
+8
New
+$1.45K
﹤0.01%
3232
2024
Q1
–
Sell
-8
Closed
-$1.2K
–
3840
2023
Q4
$1.2K
Sell
8
-65
-89%
-$8.65K
﹤0.01%
3141
2023
Q3
$9.26K
Buy
+73
New
+$9.73K
﹤0.01%
2565
2022
Q4
–
Sell
-8
Closed
-$1K
–
3491
2022
Q3
$1K
Buy
+8
New
+$948
﹤0.01%
3038
2022
Q2
–
Sell
-1,466
Closed
-$216K
–
3514
2022
Q1
$216K
Buy
1,466
+1,357
+1,245%
+$198K
﹤0.01%
1392
2021
Q4
$18K
Buy
+109
New
+$18.9K
﹤0.01%
2387
2019
Q1
–
Sell
-75
Closed
-$6K
–
2719
2018
Q4
$6K
Buy
+75
New
+$5.97K
﹤0.01%
2007
2017
Q4
–
Sell
-167
Closed
-$11K
–
2470
2017
Q3
$11K
Buy
+167
New
+$10.7K
﹤0.01%
1643
Other funds holding XSW
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38.1B AUM
19.66%
1-Year Est. Return
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
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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