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

Retirement Group’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
2021 Q2	–	Sell	-148	Closed	-$23K	–	784
2021 Q1	$23K	Buy	+148	New	+$23.9K	0.01%	366

Other funds holding XSW

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Retirement Group's XSW Position: Q2 2021 in Review

Retirement Group sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2021, closing a stake of 148 shares — an estimated $23K sold.

Retirement Group first reported a position in XSW in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 90 funds tracked by Wall St. Rank hold XSW as of Q2 2021.

Retirement Group reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2021 after selling out during the quarter.
Retirement Group sold 148 State Street SPDR S&P Software & Services ETF shares in Q2 2021, an estimated $23K.
Retirement Group first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2021 and held it in 1 quarter.
Retirement Group's State Street SPDR S&P Software & Services ETF position peaked at $23K in Q1 2021.
90 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.