Simplex Trading
XSW icon

Simplex Trading’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Simplex Trading’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
Q3 		– Sell
-14
Closed -$2K – 10236
2025
Q2 		$2K Sell
14
-290
-95% -$49.8K ﹤0.01% 8232
2025
Q1 		$48K Buy
+304
New +$55.5K ﹤0.01% 5819
2024
Q1 		– Sell
-470
Closed -$70K – 10070
2023
Q4 		$70K Sell
470
-970
-67% -$129K ﹤0.01% 5758
2023
Q3 		$182K Buy
+1,440
New +$192K ﹤0.01% 4447
2023
Q2 		– Sell
-50
Closed -$6K – 10103
2023
Q1 		$6K Buy
50
+16
+47% +$1.9K ﹤0.01% 7964
2022
Q4 		$3K Sell
34
-716
-95% -$78.5K ﹤0.01% 8449
2022
Q3 		$80K Buy
+750
New +$88.9K ﹤0.01% 5827

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return