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

WealthSource 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
2019
Q2 		– Sell
-3,189
Closed -$301K – 490
2019
Q1 		$301K Buy
+3,189
New +$279K 0.07% 251

Other funds holding XSW

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthSource Partners's XSW Position: Q2 2019 in Review

WealthSource Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q2 2019, closing a stake of 3,189 shares — an estimated $301K sold.

WealthSource Partners first reported a position in XSW in Q1 2019 and held it in 1 quarter. The position peaked at $301K in Q1 2019. 57 funds tracked by Wall St. Rank hold XSW as of Q2 2019.

  • WealthSource Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 3,189 State Street SPDR S&P Software & Services ETF shares in Q2 2019, an estimated $301K.
  • WealthSource Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2019 and held it in 1 quarter.
  • WealthSource Partners's State Street SPDR S&P Software & Services ETF position peaked at $301K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.