Rockefeller Capital Management
XSW icon

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

Rockefeller Capital Management’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
Q1 		$1.82M Buy
12,763
+12,713
+25,426% +$2.05M ﹤0.01% 1351
2025
Q4 		$9.36K Sell
50
-101
-67% -$19.4K ﹤0.01% 3833
2025
Q3 		$30K Buy
+151
New +$28.8K ﹤0.01% 3152

Other funds holding XSW

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rockefeller Capital Management's XSW Position: Q1 2026 in Review

Rockefeller Capital Management increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 25,426% in Q1 2026, buying an estimated $2.05M and bringing the position to 12,763 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Rockefeller Capital Management first reported a position in XSW in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • Rockefeller Capital Management held 12,763 shares of State Street SPDR S&P Software & Services ETF worth $1.82M as of Q1 2026.
  • Rockefeller Capital Management bought 12,713 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $2.05M.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1351 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.