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ORG Partners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-165
Closed -$31.2K – 1618
2024
Q4 		$31.2K Hold
165
– – ﹤0.01% 650
2024
Q3 		$26.5K Buy
+165
New +$25.4K ﹤0.01% 626

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ORG Partners's XSW Position: Q1 2025 in Review

ORG Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2025, closing a stake of 165 shares — an estimated $31.2K sold.

ORG Partners first reported a position in XSW in Q3 2024 and held it in 2 quarters. The position peaked at $31.2K in Q4 2024. 116 funds tracked by Wall St. Rank hold XSW as of Q1 2025.

  • ORG Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 165 State Street SPDR S&P Software & Services ETF shares in Q1 2025, an estimated $31.2K.
  • ORG Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2024 and held it in 2 quarters.
  • ORG Partners's State Street SPDR S&P Software & Services ETF position peaked at $31.2K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.