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

Principal Securities’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
2025
Q4 		– Sell
-14
Closed -$2.77K – 3546
2025
Q3 		$2.77K Sell
14
-96
-87% -$18.3K ﹤0.01% 3149
2025
Q2 		$20.9K Hold
110
– – ﹤0.01% 2290
2025
Q1 		$20.8K Hold
110
– – ﹤0.01% 2178
2024
Q4 		$20.8K Hold
110
– – ﹤0.01% 2174
2024
Q3 		$17.7K Hold
110
– – ﹤0.01% 2185
2024
Q2 		$16.6K Hold
110
– – ﹤0.01% 2157
2024
Q1 		$17.2K Buy
110
+41
+59% +$6.18K ﹤0.01% 2088
2023
Q4 		$10.4K Buy
+69
New +$9.18K ﹤0.01% 2221

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return

Principal Securities's XSW Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 14 shares — an estimated $2.77K sold.

Principal Securities first reported a position in XSW in Q4 2023 and held it in 8 quarters. The position peaked at $20.9K in Q2 2025. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 14 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $2.77K.
  • Principal Securities first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's State Street SPDR S&P Software & Services ETF position peaked at $20.9K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.