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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
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

Morgan Stanley
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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

VestGen Advisors's XSW Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR S&P Software & Services ETF (XSW) stake by 0.16% in Q2 2026, selling an estimated $796 and leaving 3,101 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #652.

VestGen Advisors first reported a position in XSW in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

  • VestGen Advisors held 3,101 shares of State Street SPDR S&P Software & Services ETF worth $533K as of Q2 2026.
  • VestGen Advisors sold 5 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $796.
  • State Street SPDR S&P Software & Services ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #652 holding.
  • VestGen Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.