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

&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
Q1 		$301K Sell
2,121
-220
-9% -$35.4K ﹤0.01% 1992
2025
Q4 		$438K Buy
+2,341
New +$450K ﹤0.01% 1698

Other funds holding XSW

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners's XSW Position: Q1 2026 in Review

&Partners reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 9.4% in Q1 2026, selling an estimated $35.4K and leaving 2,121 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

&Partners first reported a position in XSW in Q4 2025 and has held it in 2 quarters since. The position peaked at $438K in Q4 2025. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • &Partners held 2,121 shares of State Street SPDR S&P Software & Services ETF worth $301K as of Q1 2026.
  • &Partners sold 220 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $35.4K.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1992 holding.
  • &Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's State Street SPDR S&P Software & Services ETF position peaked at $438K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.