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Winslow Evans & Crocker’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$84K Buy
545
+225
+70% +$30.3K 0.02% 478
2020
Q3 		$38K Hold
320
– – 0.01% 508
2020
Q2 		$36K Hold
320
– – 0.01% 511
2020
Q1 		$28K Sell
320
-70
-18% -$6.91K 0.01% 526
2019
Q4 		$40K Hold
390
– – 0.01% 542
2019
Q3 		$38K Buy
390
+30
+8% +$2.91K 0.01% 550
2019
Q2 		$36K Sell
360
-270
-43% -$25.7K 0.01% 579
2019
Q1 		$60K Buy
630
+14
+2% +$1.23K 0.02% 463
2018
Q4 		$46K Sell
616
-1,100
-64% -$87.6K 0.02% 470
2018
Q3 		$156K Buy
1,716
+306
+22% +$26.8K 0.05% 296
2018
Q2 		$116K Buy
1,410
+1,100
+355% +$87.9K 0.04% 347
2018
Q1 		$23.4K Sell
310
-150
-33% -$11.2K 0.01% 619
2017
Q4 		$31.9K Hold
460
– – 0.01% 575
2017
Q3 		$30.2K Hold
460
– – 0.01% 575
2017
Q2 		$28.9K Hold
460
– – 0.01% 675
2017
Q1 		$27.1K Hold
460
– – 0.01% 669
2016
Q4 		$25.1K Hold
460
– – 0.01% 681
2016
Q3 		$25.6K Sell
460
-120
-21% -$6.47K 0.01% 680
2016
Q2 		$29.3K Sell
580
-100
-15% -$4.93K 0.01% 622
2016
Q1 		$32.6K Hold
680
– – 0.01% 591
2015
Q4 		$34.5K Hold
680
– – 0.01% 611
2015
Q3 		$31.8K Hold
680
– – 0.01% 595
2015
Q2 		$34.8K Buy
680
+120
+21% +$6.14K 0.01% 630
2015
Q1 		$27.8K Hold
560
– – 0.01% 664
2014
Q4 		$26.7K Hold
560
– – 0.01% 664
2014
Q3 		$24.1K Hold
560
– – 0.01% 697
2014
Q2 		$24.8K Hold
560
– – 0.01% 628
2014
Q1 		$24.7K Hold
560
– – 0.01% 623
2013
Q4 		$25K Buy
+560
New +$24.3K 0.01% 641

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Winslow Evans & Crocker's XSW Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 70% in Q4 2020, buying an estimated $30.3K and bringing the position to 545 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #478.

Winslow Evans & Crocker first reported a position in XSW in Q4 2013 and has held it in 29 quarters since. The position peaked at $156K in Q3 2018. 81 funds tracked by Wall St. Rank hold XSW as of Q4 2020.

  • Winslow Evans & Crocker held 545 shares of State Street SPDR S&P Software & Services ETF worth $84K as of Q4 2020.
  • Winslow Evans & Crocker bought 225 State Street SPDR S&P Software & Services ETF shares in Q4 2020, an estimated $30.3K.
  • State Street SPDR S&P Software & Services ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #478 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's State Street SPDR S&P Software & Services ETF position peaked at $156K in Q3 2018.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.