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Sunbelt Securities’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Sunbelt Securities’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 		$291K Hold
2,043
– – 0.02% 535
2025
Q4 		$382K Hold
2,043
– – 0.03% 466
2025
Q3 		$404K Buy
2,043
+276
+16% +$52.7K 0.03% 440
2025
Q2 		$334K Sell
1,767
-275
-13% -$47.2K 0.03% 455
2025
Q1 		$326K Buy
2,042
+275
+16% +$50.2K 0.03% 433
2024
Q4 		$337K Sell
1,767
-125
-7% -$22.7K 0.03% 450
2024
Q3 		$304K Hold
1,892
– – 0.03% 480
2024
Q2 		$286K Buy
1,892
+1
+0.1% +$148 0.03% 467
2024
Q1 		$295K Sell
1,891
-115
-6% -$17.3K 0.03% 442
2023
Q4 		$302K Sell
2,006
-112
-5% -$14.9K 0.04% 407
2023
Q3 		$269K Hold
2,118
– – 0.04% 426
2023
Q2 		$282K Buy
2,118
+1
+0% +$123 0.04% 398
2023
Q1 		$252K Hold
2,117
– – 0.04% 394
2022
Q4 		$230K Buy
2,117
+1
+0% +$110 0.05% 399
2022
Q3 		$227K Hold
2,116
– – 0.05% 385
2022
Q2 		$235K Hold
2,116
– – 0.05% 378
2022
Q1 		$315K Hold
2,116
– – 0.06% 348
2021
Q4 		$316K Hold
2,116
– – 0.05% 361
2021
Q3 		$350K Hold
2,116
– – 0.06% 317
2021
Q2 		$350K Hold
2,116
– – 0.06% 317
2021
Q1 		$333K Buy
2,116
+115
+6% +$18.5K 0.07% 317
2020
Q4 		$308K Hold
2,001
– – 0.06% 303
2020
Q3 		$239K Hold
2,001
– – 0.07% 285
2020
Q2 		$223K Buy
+2,001
New +$198K 0.08% 261
2020
Q1 		– Sell
-3,200
Closed -$325K – 671
2019
Q4 		$325K Hold
3,200
– – 0.03% 425
2019
Q3 		$299K Buy
+3,200
New +$310K 0.03% 421

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 $1.89T 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
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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's XSW Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q1 2026 at 2,043 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #535.

Sunbelt Securities first reported a position in XSW in Q3 2019 and has held it in 26 quarters since. The position peaked at $404K in Q3 2025. 114 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • Sunbelt Securities held 2,043 shares of State Street SPDR S&P Software & Services ETF worth $291K as of Q1 2026.
  • Sunbelt Securities left its State Street SPDR S&P Software & Services ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Software & Services ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #535 holding.
  • Sunbelt Securities first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2019 and has held it in 26 quarters since.
  • Sunbelt Securities's State Street SPDR S&P Software & Services ETF position peaked at $404K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.