XSW icon

State Street SPDR S&P Software & Services ETF
XSW

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
101
Kiker Wealth Management
Georgia
$10.6K -$14.8K -86 -61%
BWL
102
Bogart Wealth LLC
Virginia
$10.4K – – –
US Bancorp
103
US Bancorp
Minnesota
$9.87K – – –
AssetMark Inc
104
AssetMark Inc
California
$8.16K – – –
AG
105
AmeriFlex Group
Nevada
$5.06K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$4.75K -$15.4K -90 -78%
TSMHT
107
Thurston Springer Miller Herd & Titak
Indiana
$2.28K -$498K -2,902 -100%
CPBTD
108
Central Pacific Bank - Trust Division
Hawaii
$2.09K – – –
Simplex Trading
109
Simplex Trading
Illinois
$2K -$49.8K -290 -95%
CFO
110
CVA Family Office
Colorado
$1.9K – – –
MEG
111
Millstone Evans Group
Colorado
$569 – – –
GSWM
112
Golden State Wealth Management
California
$380 – – –
PA
113
Parallel Advisors
California
$55 – – –
BAAM
114
Baker Avenue Asset Management
California
– -$3.01M -18,800 Closed
HSBC Holdings
115
HSBC Holdings
United Kingdom
– -$1.11M -7,000 Closed
GPWM
116
Grant Private Wealth Management
California
– -$582K -3,641 Closed
FAIM
117
Financial Advocates Investment Management
Washington
– -$571K -3,570 Closed
FIA
118
Foundations Investment Advisors
Arizona
– -$435K -2,723 Closed
GSC
119
Ground Swell Capital
South Carolina
– -$338K -2,115 Closed
Walleye Capital
120
Walleye Capital
New York
– -$321K -2,006 Closed
GCP
121
GSA Capital Partners
United Kingdom
– -$257K -1,606 Closed
X
122
Xponance
Pennsylvania
– -$207K -1,292 Closed
CWC
123
Carolinas Wealth Consulting
North Carolina
– -$125K -780 Closed
SW
124
SVB Wealth
Massachusetts
– -$40.3K -252 Closed
FFA
125
Farther Finance Advisors
California
– -$28.4K -175 Closed
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