VestGen Advisors
XSW icon

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

VestGen 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
2026
Q3 		$209K Sell
1,074
-2,027
-65% -$388K 0.01% 982
2026
Q2 		$533K Sell
3,101
-5
-0.2% -$796 0.02% 652
2026
Q1 		$485K Buy
+3,106
New +$500K 0.01% 670

Other funds holding XSW

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Performa Ltd (US)
Performa Ltd (US) Charleston, South Carolina $625M AUM 11.07% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

VestGen Advisors's XSW Position: Q3 2026 in Review

VestGen Advisors reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 65% in Q3 2026, selling an estimated $388K and leaving 1,074 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #982.

VestGen Advisors first reported a position in XSW in Q1 2026 and has held it in 3 quarters since. The position peaked at $533K in Q2 2026. 77 funds tracked by Wall St. Rank hold XSW as of Q3 2026.

  • VestGen Advisors held 1,074 shares of State Street SPDR S&P Software & Services ETF worth $209K as of Q3 2026.
  • VestGen Advisors sold 2,027 State Street SPDR S&P Software & Services ETF shares in Q3 2026, an estimated $388K.
  • State Street SPDR S&P Software & Services ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #982 holding.
  • VestGen Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2026 and has held it in 3 quarters since.
  • VestGen Advisors's State Street SPDR S&P Software & Services ETF position peaked at $533K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.