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

Tiedemann 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
2022
Q3 		– Sell
-10,000
Closed -$1.11M – 251
2022
Q2 		$1.11M Hold
10,000
– – 0.08% 108
2022
Q1 		$1.47M Buy
+10,000
New +$1.46M 0.07% 113

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tiedemann Advisors's XSW Position: Q3 2022 in Review

Tiedemann Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2022, closing a stake of 10,000 shares — an estimated $1.11M sold.

Tiedemann Advisors first reported a position in XSW in Q1 2022 and held it in 2 quarters. The position peaked at $1.47M in Q1 2022. 71 funds tracked by Wall St. Rank hold XSW as of Q3 2022.

  • Tiedemann Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 10,000 State Street SPDR S&P Software & Services ETF shares in Q3 2022, an estimated $1.11M.
  • Tiedemann Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2022 and held it in 2 quarters.
  • Tiedemann Advisors's State Street SPDR S&P Software & Services ETF position peaked at $1.47M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2022.

Based on Tiedemann Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.