State Street’s XWELL XWEL Stock Holding History

State Street’s Portfolio XWEL Stock Details XWEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.8K	Hold	16,144	–	–	﹤0.01%	4145
2026 Q1	$18.6K	Hold	16,144	–	–	﹤0.01%	4217
2025 Q4	$7.52K	Hold	16,144	–	–	﹤0.01%	4277
2025 Q3	$15.8K	Hold	16,144	–	–	﹤0.01%	4258
2025 Q2	$15.3K	Hold	16,144	–	–	﹤0.01%	4218
2025 Q1	$16.5K	Hold	16,144	–	–	﹤0.01%	4228
2024 Q4	$24.2K	Hold	16,144	–	–	﹤0.01%	4218
2024 Q3	$27.9K	Hold	16,144	–	–	﹤0.01%	4185
2024 Q2	$29.1K	Hold	16,144	–	–	﹤0.01%	4233
2024 Q1	$27.3K	Hold	16,144	–	–	﹤0.01%	4254
2023 Q4	$27.8K	Hold	16,144	–	–	﹤0.01%	4298
2023 Q3	$36.3K	Sell	16,144 -2	-0%	-$9	﹤0.01%	4350
2023 Q2	$64.8K	Hold	16,146	–	–	﹤0.01%	4348
2023 Q1	$117K	Hold	16,146	–	–	﹤0.01%	4272
2022 Q4	$117K	Hold	16,146	–	–	﹤0.01%	4324
2022 Q3	$247K	Hold	16,146	–	–	﹤0.01%	4044
2022 Q2	$223K	Hold	16,146	–	–	﹤0.01%	4144
2022 Q1	$365K	Buy	16,146 +1,494	+10%	+$40K	﹤0.01%	4172
2021 Q4	$592K	Sell	14,652 -2,355	-14%	-$74.6K	﹤0.01%	3959
2021 Q3	$500K	Hold	17,007	–	–	﹤0.01%	3980
2021 Q2	$524K	Buy	+17,007	New	+$485K	﹤0.01%	3835

Other funds holding XWEL

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

State Street's XWEL Position: Q2 2026 in Review

State Street held its XWELL (XWEL) position steady in Q2 2026 at 16,144 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

State Street first reported a position in XWEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $592K in Q4 2021. 19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

State Street held 16,144 shares of XWELL worth $16.8K as of Q2 2026.
State Street left its XWELL share count unchanged in Q2 2026.
XWELL made up ﹤0.01% of State Street's portfolio in Q2 2026, its #4145 holding.
State Street first reported a position in XWELL in Q2 2021 and has held it in 21 quarters since.
State Street's XWELL position peaked at $592K in Q4 2021.
19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.