TD Private Client Wealth’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

TD Private Client Wealth’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	$133K	Hold	776	–	–	﹤0.01%	730
2026 Q1	$110K	Buy	+776	New	+$125K	﹤0.01%	741

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

TD Private Client Wealth's XSW Position: Q2 2026 in Review

TD Private Client Wealth held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q2 2026 at 776 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

TD Private Client Wealth first reported a position in XSW in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

TD Private Client Wealth held 776 shares of State Street SPDR S&P Software & Services ETF worth $133K as of Q2 2026.
TD Private Client Wealth left its State Street SPDR S&P Software & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #730 holding.
TD Private Client Wealth first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2026 and has held it in 2 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.