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Salomon & Ludwin’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-579
Closed -$90.3K – 841
2024
Q1 		$90.3K Hold
579
– – 0.01% 269
2023
Q4 		$73.5K Hold
579
– – 0.01% 265
2023
Q3 		$73.5K Buy
+579
New +$77.2K 0.01% 265

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Salomon & Ludwin's XSW Position: Q2 2024 in Review

Salomon & Ludwin sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2024, closing a stake of 579 shares — an estimated $90.3K sold.

Salomon & Ludwin first reported a position in XSW in Q3 2023 and held it in 3 quarters. The position peaked at $90.3K in Q1 2024. 95 funds tracked by Wall St. Rank hold XSW as of Q2 2024.

  • Salomon & Ludwin reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 579 State Street SPDR S&P Software & Services ETF shares in Q2 2024, an estimated $90.3K.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's State Street SPDR S&P Software & Services ETF position peaked at $90.3K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.