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Strategic Wealth Partners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-36
Closed -$3K – 710
2018
Q2 		$3K Hold
36
– – ﹤0.01% 682
2018
Q1 		$3K Buy
+36
New +$2.69K ﹤0.01% 702

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Strategic Wealth Partners's XSW Position: Q3 2018 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2018, closing a stake of 36 shares — an estimated $3K sold.

Strategic Wealth Partners first reported a position in XSW in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 39 funds tracked by Wall St. Rank hold XSW as of Q3 2018.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 36 State Street SPDR S&P Software & Services ETF shares in Q3 2018, an estimated $3K.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P Software & Services ETF position peaked at $3K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.