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

Stratos 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
2025
Q3 		– Sell
-3,542
Closed -$672K – 1600
2025
Q2 		$672K Buy
+3,542
New +$608K 0.01% 825

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stratos Wealth Partners's XSW Position: Q3 2025 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2025, closing a stake of 3,542 shares — an estimated $672K sold.

Stratos Wealth Partners first reported a position in XSW in Q2 2025 and held it in 1 quarter. The position peaked at $672K in Q2 2025. 114 funds tracked by Wall St. Rank hold XSW as of Q3 2025.

  • Stratos Wealth Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,542 State Street SPDR S&P Software & Services ETF shares in Q3 2025, an estimated $672K.
  • Stratos Wealth Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's State Street SPDR S&P Software & Services ETF position peaked at $672K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.