Steward Partners Investment Advisory’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Steward Partners Investment Advisory’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	$698K	Buy	4,063 +220	+6%	+$35K	﹤0.01%	1515
2026 Q1	$547K	Buy	3,843 +215	+6%	+$34.6K	﹤0.01%	1477
2025 Q4	$679K	Buy	3,628 +425	+13%	+$81.8K	﹤0.01%	1256
2025 Q3	$633K	Buy	+3,203	New	+$611K	﹤0.01%	1261
2025 Q2	–	Sell	-76	Closed	-$12.1K	–	4259
2025 Q1	$12.1K	Buy	+76	New	+$13.9K	﹤0.01%	3004
2020 Q3	–	Sell	-2	Closed	–	–	2866
2020 Q2	$0	Hold	2	–	–	﹤0.01%	2760
2020 Q1	$0	Hold	2	–	–	﹤0.01%	2724
2019 Q4	$0	Hold	2	–	–	﹤0.01%	2758
2019 Q3	$0	Sell	2 -3,036	-100%	-$294K	﹤0.01%	2782
2019 Q2	$292K	Buy	3,038 +1	+0%	+$95	0.01%	707
2019 Q1	$286K	Sell	3,037 -203	-6%	-$17.8K	0.01%	652
2018 Q4	$241K	Sell	3,240 -56	-2%	-$4.46K	0.01%	654
2018 Q3	$299K	Buy	3,296 +136	+4%	+$11.9K	0.01%	618
2018 Q2	$256K	Buy	+3,160	New	+$252K	0.02%	602

Other funds holding XSW

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Steward Partners Investment Advisory's XSW Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 5.7% in Q2 2026, buying an estimated $35K and bringing the position to 4,063 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Steward Partners Investment Advisory first reported a position in XSW in Q2 2018 and has held it in 14 quarters since. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Steward Partners Investment Advisory held 4,063 shares of State Street SPDR S&P Software & Services ETF worth $698K as of Q2 2026.
Steward Partners Investment Advisory bought 220 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $35K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1515 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2018 and has held it in 14 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.