Wealth Enhancement Advisory Services
XSW icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-5,210
Closed -$990K – 3890
2025
Q4 		$990K Buy
+5,210
New +$1M ﹤0.01% 1965

Other funds holding XSW

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's XSW Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 5,210 shares — an estimated $990K sold.

Wealth Enhancement Advisory Services first reported a position in XSW in Q4 2025 and held it in 1 quarter. The position peaked at $990K in Q4 2025. 114 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,210 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $990K.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Software & Services ETF position peaked at $990K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.