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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Buy	2,865 +2,059	+255%	+$328K	﹤0.01%	1655
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

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

Northwestern Mutual Wealth Management's XSW Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 255% in Q2 2026, buying an estimated $328K and bringing the position to 2,865 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Northwestern Mutual Wealth Management first reported a position in XSW in Q3 2017 and has held it in 12 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Northwestern Mutual Wealth Management held 2,865 shares of State Street SPDR S&P Software & Services ETF worth $492K as of Q2 2026.
Northwestern Mutual Wealth Management bought 2,059 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $328K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1655 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2017 and has held it in 12 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.