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

Sutton Wealth Advisors’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
2019
Q4 		– Sell
-3
Closed -$280 – 1202
2019
Q3 		$280 Buy
+3
New +$291 ﹤0.01% 1165

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Sutton Wealth Advisors's XSW Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2019, closing a stake of 3 shares — an estimated $280 sold.

Sutton Wealth Advisors first reported a position in XSW in Q3 2019 and held it in 1 quarter. The position peaked at $280 in Q3 2019. 55 funds tracked by Wall St. Rank hold XSW as of Q4 2019.

  • Sutton Wealth Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 State Street SPDR S&P Software & Services ETF shares in Q4 2019, an estimated $280.
  • Sutton Wealth Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2019 and held it in 1 quarter.
  • Sutton Wealth Advisors's State Street SPDR S&P Software & Services ETF position peaked at $280 in Q3 2019.
  • 55 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.