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

RMR Wealth Builders’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
-2,144
Closed -$424K – 300
2025
Q3 		$424K Hold
2,144
– – 0.04% 187
2025
Q2 		$407K Sell
2,144
-9
-0.4% -$1.54K 0.04% 186
2025
Q1 		$344K Buy
+2,153
New +$393K 0.04% 187

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 $1.14B AUM 79.59% 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 $659M AUM 41.98% 1-Year Est. Return

RMR Wealth Builders's XSW Position: Q4 2025 in Review

RMR Wealth Builders sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 2,144 shares — an estimated $424K sold.

RMR Wealth Builders first reported a position in XSW in Q1 2025 and held it in 3 quarters. The position peaked at $424K in Q3 2025. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

  • RMR Wealth Builders reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 2,144 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $424K.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and held it in 3 quarters.
  • RMR Wealth Builders's State Street SPDR S&P Software & Services ETF position peaked at $424K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.