&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 Q2	–	Sell	-2,121	Closed	-$301K	–	2573
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

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

&Partners's XSW Position: Q2 2026 in Review

&Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026, closing a stake of 2,121 shares — an estimated $301K sold.

&Partners first reported a position in XSW in Q4 2025 and held it in 2 quarters. The position peaked at $438K in Q4 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

&Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2026 after selling out during the quarter.
&Partners sold 2,121 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $301K.
&Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and held it in 2 quarters.
&Partners's State Street SPDR S&P Software & Services ETF position peaked at $438K in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.