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

Wealth Enhancement Trust 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	-4,284	Closed	-$802K	–	830
2025 Q4	$802K	Buy	+4,284	New	+$824K	0.1%	159

Other funds holding XSW

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wealth Enhancement Trust Services sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 4,284 shares — an estimated $802K sold.

Wealth Enhancement Trust Services first reported a position in XSW in Q4 2025 and held it in 1 quarter. The position peaked at $802K in Q4 2025. 114 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Wealth Enhancement Trust 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 Trust Services sold 4,284 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $802K.
Wealth Enhancement Trust 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 Trust Services's State Street SPDR S&P Software & Services ETF position peaked at $802K 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 Trust Services's 13F filing for Q1 2026, filed 8 Apr 2026.