SWM
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Spire Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Spire Wealth 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
Q2 		$5.7K Sell
33
-56
-63% -$8.92K ﹤0.01% 1802
2026
Q1 		$12.7K Hold
89
– – ﹤0.01% 1556
2025
Q4 		$16.7K Hold
89
– – ﹤0.01% 1546
2025
Q3 		$17.7K Hold
89
– – ﹤0.01% 1566
2025
Q2 		$17K Sell
89
-165
-65% -$28.3K ﹤0.01% 1568
2025
Q1 		$40.7K Hold
254
– – ﹤0.01% 1353
2024
Q4 		$48.1K Hold
254
– – ﹤0.01% 1303
2024
Q3 		$40.9K Hold
254
– – ﹤0.01% 1195
2024
Q2 		$38.4K Hold
254
– – ﹤0.01% 1213
2024
Q1 		$39.7K Hold
254
– – ﹤0.01% 1293
2023
Q4 		$37.4K Hold
254
– – ﹤0.01% 1298
2023
Q3 		$32.3K Hold
254
– – ﹤0.01% 1333
2023
Q2 		$33.9K Hold
254
– – ﹤0.01% 1367
2023
Q1 		$31.3K Buy
254
+165
+185% +$19.6K ﹤0.01% 1415
2022
Q4 		$10K Sell
89
-300
-77% -$32.9K ﹤0.01% 1631
2022
Q3 		$42K Buy
389
+135
+53% +$16K ﹤0.01% 1016
2022
Q2 		$28K Hold
254
– – ﹤0.01% 1538
2022
Q1 		$37K Sell
254
-200
-44% -$29.2K ﹤0.01% 1564
2021
Q4 		$75K Buy
454
+200
+79% +$34.7K ﹤0.01% 1537
2021
Q3 		$44K Hold
254
– – ﹤0.01% 1532
2021
Q2 		$44K Hold
254
– – ﹤0.01% 1531
2021
Q1 		$40K Buy
+254
New +$41K ﹤0.01% 1851

Other funds holding XSW

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's XSW Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 63% in Q2 2026, selling an estimated $8.92K and leaving 33 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Spire Wealth Management first reported a position in XSW in Q1 2021 and has held it in 22 quarters since. The position peaked at $75K in Q4 2021. 10 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • Spire Wealth Management held 33 shares of State Street SPDR S&P Software & Services ETF worth $5.7K as of Q2 2026.
  • Spire Wealth Management sold 56 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $8.92K.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1802 holding.
  • Spire Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $75K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.