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

Truvestments Capital’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 Q4	–	Sell	-29	Closed	-$3K	–	969
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	533
2022 Q2	$3K	Buy	+29	New	+$3.63K	﹤0.01%	542
2022 Q1	–	Sell	-29	Closed	-$5K	–	565
2021 Q4	$5K	Buy	+29	New	+$5.03K	﹤0.01%	496

Other funds holding XSW

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Truvestments Capital's XSW Position: Q4 2022 in Review

Truvestments Capital sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2022, closing a stake of 29 shares — an estimated $3K sold.

Truvestments Capital first reported a position in XSW in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 75 funds tracked by Wall St. Rank hold XSW as of Q4 2022.

Truvestments Capital reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2022 after selling out during the quarter.
Truvestments Capital sold 29 State Street SPDR S&P Software & Services ETF shares in Q4 2022, an estimated $3K.
Truvestments Capital first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2021 and held it in 3 quarters.
Truvestments Capital's State Street SPDR S&P Software & Services ETF position peaked at $5K in Q4 2021.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.