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

Western Wealth Management’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
2024 Q4	–	Sell	-1,386	Closed	-$223K	–	795
2024 Q3	$223K	Hold	1,386	–	–	0.01%	687
2024 Q2	$209K	Hold	1,386	–	–	0.02%	623
2024 Q1	$216K	Hold	1,386	–	–	0.02%	606
2023 Q4	$208K	Buy	+1,386	New	+$184K	0.02%	650
2022 Q4	–	Sell	-2,972	Closed	-$318K	–	809
2022 Q3	$318K	Sell	2,972 -200	-6%	-$23.7K	0.02%	617
2022 Q2	$351K	Hold	3,172	–	–	0.02%	567
2022 Q1	$468K	Buy	3,172 +1,293	+69%	+$189K	0.02%	546
2021 Q4	$311K	Buy	+1,879	New	+$326K	0.03%	458
2021 Q2	$444K	Buy	2,577 +293	+13%	+$47.7K	0.05%	387
2021 Q1	$360K	Buy	2,284 +297	+15%	+$47.9K	0.05%	366
2020 Q4	$306K	Sell	1,987 -13	-0.7%	-$1.75K	0.04%	349
2020 Q3	$239K	Sell	2,000 -94	-4%	-$11K	0.04%	376
2020 Q2	$233K	Buy	+2,094	New	+$207K	0.04%	364

Other funds holding XSW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Western Wealth Management's XSW Position: Q4 2024 in Review

Western Wealth Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2024, closing a stake of 1,386 shares — an estimated $223K sold.

Western Wealth Management first reported a position in XSW in Q2 2020 and held it in 13 quarters. The position peaked at $468K in Q1 2022. 111 funds tracked by Wall St. Rank hold XSW as of Q4 2024.

Western Wealth Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 1,386 State Street SPDR S&P Software & Services ETF shares in Q4 2024, an estimated $223K.
Western Wealth Management first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2020 and held it in 13 quarters.
Western Wealth Management's State Street SPDR S&P Software & Services ETF position peaked at $468K in Q1 2022.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.