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

Verus Capital Partners’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
2020
Q1 		$7K Sell
87
-223
-72% -$22K ﹤0.01% 1113
2019
Q4 		$32K Buy
+310
New +$30.3K 0.01% 742

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verus Capital Partners's XSW Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 72% in Q1 2020, selling an estimated $22K and leaving 87 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Verus Capital Partners first reported a position in XSW in Q4 2019 and has held it in 2 quarters since. The position peaked at $32K in Q4 2019. 56 funds tracked by Wall St. Rank hold XSW as of Q1 2020.

  • Verus Capital Partners held 87 shares of State Street SPDR S&P Software & Services ETF worth $7K as of Q1 2020.
  • Verus Capital Partners sold 223 State Street SPDR S&P Software & Services ETF shares in Q1 2020, an estimated $22K.
  • State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1113 holding.
  • Verus Capital Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's State Street SPDR S&P Software & Services ETF position peaked at $32K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.