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

ORG Wealth 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
2026 Q3	$194	Buy	+1	New	+$192	﹤0.01%	2360

Other funds holding XSW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Performa Ltd (US) Charleston, South Carolina $625M AUM 11.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ORG Wealth Partners's XSW Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q3 2026: 1 share worth $194. The stake represents ﹤0.01% of the portfolio and ranks #2360 among its holdings.

90 funds tracked by Wall St. Rank hold XSW as of Q3 2026.

ORG Wealth Partners held 1 share of State Street SPDR S&P Software & Services ETF worth $194 as of Q3 2026.
State Street SPDR S&P Software & Services ETF was a new ORG Wealth Partners position in Q3 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2360 holding.
90 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.