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

Proficio Capital 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
2019
Q2 		– Sell
-72
Closed -$7K – 2103
2019
Q1 		$7K Buy
+72
New +$6.31K ﹤0.01% 1029

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Proficio Capital Partners's XSW Position: Q2 2019 in Review

Proficio Capital Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2019, closing a stake of 72 shares — an estimated $7K sold.

Proficio Capital Partners first reported a position in XSW in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 57 funds tracked by Wall St. Rank hold XSW as of Q2 2019.

  • Proficio Capital Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 72 State Street SPDR S&P Software & Services ETF shares in Q2 2019, an estimated $7K.
  • Proficio Capital Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's State Street SPDR S&P Software & Services ETF position peaked at $7K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.