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

Sound Income Strategies’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 		– Sell
-117
Closed -$16.7K – 2434
2026
Q1 		$16.7K Hold
117
– – ﹤0.01% 1265
2025
Q4 		$21.1K Buy
+117
New +$22.5K ﹤0.01% 1132

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sound Income Strategies's XSW Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026, closing a stake of 117 shares — an estimated $16.7K sold.

Sound Income Strategies first reported a position in XSW in Q4 2025 and held it in 2 quarters. The position peaked at $21.1K in Q4 2025. 104 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 117 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $16.7K.
  • Sound Income Strategies first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's State Street SPDR S&P Software & Services ETF position peaked at $21.1K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.