BOLTON SECURITIES CORPORATION’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

BOLTON SECURITIES CORPORATION’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	$16.4K	Buy	+115	New	+$18.5K	﹤0.01%	1503
2025 Q3	$81.7K	Buy	+413	New	+$78.8K	﹤0.01%	1034
2025 Q1	$66K	Buy	+413	New	+$75.4K	﹤0.01%	971

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's XSW Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026: 115 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XSW as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XSW in Q1 2025 and has held it in 3 quarters since. The position peaked at $81.7K in Q3 2025. 119 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

BOLTON SECURITIES CORPORATION held 115 shares of State Street SPDR S&P Software & Services ETF worth $16.4K as of Q1 2026.
State Street SPDR S&P Software & Services ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1503 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR S&P Software & Services ETF position peaked at $81.7K in Q3 2025.
119 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.