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

United Capital Financial 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
2024 Q2	–	Sell	-1,453	Closed	-$227K	–	1122
2024 Q1	$227K	Hold	1,453	–	–	﹤0.01%	978
2023 Q4	$218K	Buy	+1,453	New	+$193K	﹤0.01%	977
2023 Q1	–	Sell	-1,993	Closed	-$217K	–	1084
2022 Q4	$217K	Buy	+1,993	New	+$219K	﹤0.01%	963

Other funds holding XSW

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

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

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

MIG

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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

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

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

United Capital Financial Advisors's XSW Position: Q2 2024 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2024, closing a stake of 1,453 shares — an estimated $227K sold.

United Capital Financial Advisors first reported a position in XSW in Q4 2022 and held it in 3 quarters. The position peaked at $227K in Q1 2024. 95 funds tracked by Wall St. Rank hold XSW as of Q2 2024.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 1,453 State Street SPDR S&P Software & Services ETF shares in Q2 2024, an estimated $227K.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2022 and held it in 3 quarters.
United Capital Financial Advisors's State Street SPDR S&P Software & Services ETF position peaked at $227K in Q1 2024.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.