Parallel Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Parallel 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	$41.2K	Buy	+240	New	+$38.2K	﹤0.01%	2264
2025 Q2	–	Hold	0	–	–	–	3490
2025 Q1	–	Hold	0	–	–	–	3469
2024 Q4	–	Sell	-85	Closed	-$15.4K	–	3477
2024 Q3	$13.7K	Hold	85	–	–	﹤0.01%	2280
2024 Q2	$12.9K	Hold	85	–	–	﹤0.01%	2213
2024 Q1	$13.3K	Hold	85	–	–	﹤0.01%	2179
2023 Q4	$12.8K	Hold	85	–	–	﹤0.01%	2186
2023 Q3	$10.8K	Hold	85	–	–	﹤0.01%	2155
2023 Q2	$11.4K	Hold	85	–	–	﹤0.01%	2116
2023 Q1	$10.5K	Hold	85	–	–	﹤0.01%	2107
2022 Q4	$9.25K	Hold	85	–	–	﹤0.01%	2054
2022 Q3	$9K	Sell	85 -10	-11%	-$1.19K	﹤0.01%	2055
2022 Q2	$11K	Hold	95	–	–	﹤0.01%	1952
2022 Q1	$14K	Hold	95	–	–	﹤0.01%	1878
2021 Q4	$16K	Hold	95	–	–	﹤0.01%	1911
2021 Q3	$16K	Buy	95 +85	+850%	+$14.7K	﹤0.01%	1858
2021 Q2	$2K	Buy	+10	New	+$1.63K	﹤0.01%	2632

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

Parallel Advisors's XSW Position: Q2 2026 in Review

Parallel Advisors opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026: 240 shares worth $41.2K. The stake represents ﹤0.01% of the portfolio and ranks #2264 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in XSW as recently as Q3 2024.

Parallel Advisors first reported a position in XSW in Q2 2021 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Parallel Advisors held 240 shares of State Street SPDR S&P Software & Services ETF worth $41.2K as of Q2 2026.
State Street SPDR S&P Software & Services ETF was a new Parallel Advisors position in Q2 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2264 holding.
Parallel Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2021 and has held it in 15 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.