Vertex Investment Solutions’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Vertex Investment Solutions’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	$308K	Buy	+1,800	New	+$287K	0.21%	26

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

Vertex Investment Solutions's XSW Position: Q2 2026 in Review

Vertex Investment Solutions opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q2 2026: 1,800 shares worth $308K. The stake represents 0.21% of the portfolio and ranks #26 among its holdings.

130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Vertex Investment Solutions held 1,800 shares of State Street SPDR S&P Software & Services ETF worth $308K as of Q2 2026.
State Street SPDR S&P Software & Services ETF was a new Vertex Investment Solutions position in Q2 2026.
State Street SPDR S&P Software & Services ETF made up 0.21% of Vertex Investment Solutions's portfolio in Q2 2026, its #26 holding.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.