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

Peterson Wealth Management’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
2022 Q1	–	Sell	-3,640	Closed	-$602K	–	70
2021 Q4	$602K	Buy	3,640 +386	+12%	+$66.9K	0.4%	50
2021 Q3	$559K	Buy	3,254 +375	+13%	+$65K	0.43%	50
2021 Q2	$494K	Sell	2,879 -1,168	-29%	-$190K	0.39%	50
2021 Q1	$637K	Sell	4,047 -1,196	-23%	-$193K	0.54%	36
2020 Q4	$808K	Buy	5,243 +1,528	+41%	+$206K	0.66%	32
2020 Q3	$443K	Buy	3,715 +1,123	+43%	+$132K	0.39%	36
2020 Q2	$289K	Buy	+2,592	New	+$256K	0.29%	41

Other funds holding XSW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Peterson Wealth Management's XSW Position: Q1 2022 in Review

Peterson Wealth Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2022, closing a stake of 3,640 shares — an estimated $602K sold.

Peterson Wealth Management first reported a position in XSW in Q2 2020 and held it in 7 quarters. The position peaked at $808K in Q4 2020. 87 funds tracked by Wall St. Rank hold XSW as of Q1 2022.

Peterson Wealth Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2022 after selling out during the quarter.
Peterson Wealth Management sold 3,640 State Street SPDR S&P Software & Services ETF shares in Q1 2022, an estimated $602K.
Peterson Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2020 and held it in 7 quarters.
Peterson Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $808K in Q4 2020.
87 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2022.

Based on Peterson Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.