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Stonebridge Financial Planning Group’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q1 		– Sell
-125
Closed -$13K – 425
2019
Q4 		$13K Buy
+125
New +$12.2K 0.01% 277

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Planning Group's XSW Position: Q1 2020 in Review

Stonebridge Financial Planning Group sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2020, closing a stake of 125 shares — an estimated $13K sold.

Stonebridge Financial Planning Group first reported a position in XSW in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 56 funds tracked by Wall St. Rank hold XSW as of Q1 2020.

  • Stonebridge Financial Planning Group reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 125 State Street SPDR S&P Software & Services ETF shares in Q1 2020, an estimated $13K.
  • Stonebridge Financial Planning Group first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2019 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's State Street SPDR S&P Software & Services ETF position peaked at $13K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2020, filed 15 Apr 2020.