William Blair & Company’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

William Blair & Company’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	$14.2K	Hold	100	–	–	﹤0.01%	1808
2025 Q4	$18.7K	Hold	100	–	–	﹤0.01%	1732
2025 Q3	$19.8K	Hold	100	–	–	﹤0.01%	1719
2025 Q2	$19K	Hold	100	–	–	﹤0.01%	1682
2025 Q1	$16K	Hold	100	–	–	﹤0.01%	1675
2024 Q4	$18.9K	Buy	100 +81	+426%	+$14.7K	﹤0.01%	1692
2024 Q3	$3.05K	Buy	+19	New	+$2.92K	﹤0.01%	1796
2022 Q2	–	Sell	-7,108	Closed	-$1.05M	–	1951
2022 Q1	$1.05M	Hold	7,108	–	–	﹤0.01%	908
2021 Q4	$1.18M	Sell	7,108 -600	-8%	-$104K	﹤0.01%	903
2021 Q3	$1.32M	Sell	7,708 -60	-0.8%	-$10.4K	﹤0.01%	817
2021 Q2	$1.33M	Sell	7,768 -150	-2%	-$24.4K	﹤0.01%	821
2021 Q1	$1.25M	Sell	7,918 -60	-0.8%	-$9.67K	﹤0.01%	831
2020 Q4	$1.23M	Hold	7,978	–	–	﹤0.01%	789
2020 Q3	$952K	Buy	7,978 +345	+5%	+$40.5K	﹤0.01%	770
2020 Q2	$851K	Buy	7,633 +4,270	+127%	+$422K	﹤0.01%	765
2020 Q1	$276K	Hold	3,363	–	–	﹤0.01%	1045
2019 Q4	$342K	Hold	3,363	–	–	﹤0.01%	1131
2019 Q3	$314K	Hold	3,363	–	–	﹤0.01%	1100
2019 Q2	$324K	Buy	3,363 +750	+29%	+$71.3K	﹤0.01%	1128
2019 Q1	$247K	Buy	2,613 +83	+3%	+$7.27K	﹤0.01%	1225
2018 Q4	$189K	Buy	2,530 +1,220	+93%	+$97.1K	﹤0.01%	1244
2018 Q3	$119K	Hold	1,310	–	–	﹤0.01%	1365
2018 Q2	$106K	Buy	1,310 +265	+25%	+$21.2K	﹤0.01%	1340
2018 Q1	$79K	Buy	+1,045	New	+$78.1K	﹤0.01%	1294

Other funds holding XSW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $324B AUM 22.36% 1-Year Est. Return

William Blair & Company's XSW Position: Q1 2026 in Review

William Blair & Company held its State Street SPDR S&P Software & Services ETF (XSW) position steady in Q1 2026 at 100 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

William Blair & Company first reported a position in XSW in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.33M in Q2 2021. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

William Blair & Company held 100 shares of State Street SPDR S&P Software & Services ETF worth $14.2K as of Q1 2026.
William Blair & Company left its State Street SPDR S&P Software & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1808 holding.
William Blair & Company first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2018 and has held it in 24 quarters since.
William Blair & Company's State Street SPDR S&P Software & Services ETF position peaked at $1.33M in Q2 2021.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.