V2 Financial group’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

V2 Financial group’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 Q2	$361K	Buy	2,100 +200	+11%	+$31.9K	0.13%	83
2026 Q1	$270K	Hold	1,900	–	–	0.13%	88
2025 Q4	$356K	Buy	1,900 +100	+6%	+$19.2K	0.18%	69
2025 Q3	$356K	Hold	1,800	–	–	0.2%	62
2025 Q2	$342K	Hold	1,800	–	–	0.21%	58
2025 Q1	$288K	Hold	1,800	–	–	0.19%	61
2024 Q4	$340K	Hold	1,800	–	–	0.21%	60
2024 Q3	$289K	Hold	1,800	–	–	0.19%	58
2024 Q2	$280K	Hold	1,800	–	–	0.19%	56
2024 Q1	$281K	Hold	1,800	–	–	0.19%	52
2023 Q4	$271K	Hold	1,800	–	–	0.19%	49
2023 Q3	$228K	Hold	1,800	–	–	0.17%	52
2023 Q2	$240K	Hold	1,800	–	–	0.17%	54
2023 Q1	$222K	Buy	+1,800	New	+$214K	0.16%	55
2022 Q2	–	Sell	-1,800	Closed	-$265K	–	67
2022 Q1	$265K	Hold	1,800	–	–	0.2%	53
2021 Q4	$298K	Hold	1,800	–	–	0.23%	57
2021 Q3	$309K	Hold	1,800	–	–	0.27%	46
2021 Q2	$309K	Hold	1,800	–	–	0.26%	48
2021 Q1	$283K	Hold	1,800	–	–	0.26%	48
2020 Q4	$277K	Buy	+1,800	New	+$243K	0.28%	47

Other funds holding XSW

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

MIG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

V2 Financial group's XSW Position: Q2 2026 in Review

V2 Financial group increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 11% in Q2 2026, buying an estimated $31.9K and bringing the position to 2,100 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #83.

V2 Financial group first reported a position in XSW in Q4 2020 and has held it in 20 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

V2 Financial group held 2,100 shares of State Street SPDR S&P Software & Services ETF worth $361K as of Q2 2026.
V2 Financial group bought 200 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $31.9K.
State Street SPDR S&P Software & Services ETF made up 0.13% of V2 Financial group's portfolio in Q2 2026, its #83 holding.
V2 Financial group first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2020 and has held it in 20 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.