RIS
XSW icon

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

Retirement Income Solutions’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 		$242K Hold
1,704
– – 0.04% 150
2026
Q1 		$242K Sell
1,704
-275
-14% -$44.3K 0.04% 151
2025
Q4 		$370K Hold
1,979
– – 0.06% 113
2025
Q3 		$391K Hold
1,979
– – 0.07% 106
2025
Q2 		$376K Buy
1,979
+120
+6% +$20.6K 0.07% 103
2025
Q1 		$297K Hold
1,859
– – 0.06% 109
2024
Q4 		$351K Buy
1,859
+155
+9% +$28.1K 0.07% 98
2024
Q3 		$274K Hold
1,704
– – 0.06% 117
2024
Q2 		$257K Hold
1,704
– – 0.06% 117
2024
Q1 		$266K Hold
1,704
– – 0.06% 119
2023
Q4 		$256K Hold
1,704
– – 0.06% 115
2023
Q3 		$216K Hold
1,704
– – 0.06% 119
2023
Q2 		$227K Hold
1,704
– – 0.06% 124
2023
Q1 		$210K Buy
+1,704
New +$202K 0.06% 130
2022
Q2 		– Sell
-1,762
Closed -$260K – 126
2022
Q1 		$260K Sell
1,762
-938
-35% -$137K 0.07% 99
2021
Q4 		$447K Buy
2,700
+543
+25% +$94.1K 0.12% 72
2021
Q3 		$370K Buy
2,157
+29
+1% +$5.02K 0.12% 68
2021
Q2 		$365K Hold
2,128
– – 0.12% 71
2021
Q1 		$335K Hold
2,128
– – 0.12% 75
2020
Q4 		$328K Hold
2,128
– – 0.12% 71
2020
Q3 		$254K Hold
2,128
– – 0.11% 72
2020
Q2 		$237K Buy
+2,128
New +$210K 0.1% 74

Other funds holding XSW

Morgan Stanley
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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

Retirement Income Solutions's XSW Position: Q2 2026 in Review

Retirement Income Solutions held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 1,704 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #150.

Retirement Income Solutions first reported a position in XSW in Q2 2020 and has held it in 22 quarters since. The position peaked at $447K in Q4 2021. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Retirement Income Solutions held 1,704 shares of State Street SPDR S&P Software & Services ETF worth $242K as of Q2 2026.
  • Retirement Income Solutions left its State Street SPDR S&P Software & Services ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Software & Services ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #150 holding.
  • Retirement Income Solutions first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2020 and has held it in 22 quarters since.
  • Retirement Income Solutions's State Street SPDR S&P Software & Services ETF position peaked at $447K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.