T
XSW icon

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

Tidemark’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 		$17.1K Hold
120
– – ﹤0.01% 394
2025
Q4 		$22.5K Hold
120
– – 0.01% 323
2025
Q3 		$23.7K Hold
120
– – 0.01% 333
2025
Q2 		$22.8K Hold
120
– – 0.01% 349
2025
Q1 		$19.2K Sell
120
-73
-38% -$13.3K 0.01% 347
2024
Q4 		$36.5K Sell
193
-24
-11% -$4.35K 0.01% 277
2024
Q3 		$34.9K Sell
217
-2
-0.9% -$307 0.01% 279
2024
Q2 		$33.1K Sell
219
-329
-60% -$48.8K 0.02% 267
2024
Q1 		$85.5K Sell
548
-95
-15% -$14.3K 0.05% 182
2023
Q4 		$96.7K Buy
+643
New +$85.6K 0.06% 165

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