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

Tandem 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 Q2	–	Sell	-19,355	Closed	-$2.75M	–	106
2026 Q1	$2.75M	Buy	19,355 +14,046	+265%	+$2.26M	0.88%	30
2025 Q4	$1M	Sell	5,309 -12,988	-71%	-$2.5M	1.2%	20
2025 Q3	$3.62M	Buy	18,297 +435	+2%	+$83K	1.35%	20
2025 Q2	$3.39M	Buy	17,862 +12,578	+238%	+$2.16M	3.16%	12
2025 Q1	$845K	Sell	5,284 -25	-0.5%	-$4.56K	0.91%	27
2024 Q4	$1M	Buy	+5,309	New	+$963K	1.06%	22

Other funds holding XSW

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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Tandem Financial's XSW Position: Q2 2026 in Review

Tandem Financial sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026, closing a stake of 19,355 shares — an estimated $2.75M sold.

Tandem Financial first reported a position in XSW in Q4 2024 and held it in 6 quarters. The position peaked at $3.62M in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Tandem Financial reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2026 after selling out during the quarter.
Tandem Financial sold 19,355 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $2.75M.
Tandem Financial first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2024 and held it in 6 quarters.
Tandem Financial's State Street SPDR S&P Software & Services ETF position peaked at $3.62M in Q3 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.