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Tucker Asset Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Tucker Asset Management’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
2025
Q4 		$13.1K Hold
70
– – ﹤0.01% 529
2025
Q3 		$13.8K Hold
70
– – ﹤0.01% 243
2025
Q2 		$13.3K Buy
70
+36
+106% +$6.18K ﹤0.01% 209
2025
Q1 		$5.43K Buy
+34
New +$6.2K ﹤0.01% 257

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return

Tucker Asset Management's XSW Position: Q4 2025 in Review

Tucker Asset Management held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q4 2025 at 70 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Tucker Asset Management first reported a position in XSW in Q1 2025 and has held it in 4 quarters since. The position peaked at $13.8K in Q3 2025. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

  • Tucker Asset Management held 70 shares of State Street SPDR S&P Software & Services ETF worth $13.1K as of Q4 2025.
  • Tucker Asset Management left its State Street SPDR S&P Software & Services ETF share count unchanged in Q4 2025.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #529 holding.
  • Tucker Asset Management first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and has held it in 4 quarters since.
  • Tucker Asset Management's State Street SPDR S&P Software & Services ETF position peaked at $13.8K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.