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

Summit Financial’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
Q1 		– Sell
-1,069
Closed -$200K – 1475
2025
Q4 		$200K Buy
+1,069
New +$206K ﹤0.01% 1248

Other funds holding XSW

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's XSW Position: Q1 2026 in Review

Summit Financial sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 1,069 shares — an estimated $200K sold.

Summit Financial first reported a position in XSW in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • Summit Financial reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 1,069 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $200K.
  • Summit Financial first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and held it in 1 quarter.
  • Summit Financial's State Street SPDR S&P Software & Services ETF position peaked at $200K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.