Advisornet Financial’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.2K	Hold	177	–	–	﹤0.01%	1268
2025 Q4	$33.1K	Sell	177 -3	-2%	-$577	﹤0.01%	1192
2025 Q3	$35.6K	Hold	180	–	–	﹤0.01%	1132
2025 Q2	$34.2K	Hold	180	–	–	﹤0.01%	1117
2025 Q1	$28.8K	Sell	180 -10	-5%	-$1.82K	﹤0.01%	1085
2024 Q4	$35.9K	Hold	190	–	–	﹤0.01%	975
2024 Q3	$30.5K	Buy	190 +10	+6%	+$1.54K	﹤0.01%	1062
2024 Q2	$27.2K	Buy	+180	New	+$26.7K	﹤0.01%	1004
2020 Q4	–	Sell	-471	Closed	-$56K	–	1858
2020 Q3	$56K	Sell	471 -7,741	-94%	-$908K	﹤0.01%	822
2020 Q2	$916K	Sell	8,212 -108	-1%	-$10.7K	0.07%	233
2020 Q1	$683K	Buy	8,320 +1,018	+14%	+$100K	0.06%	246
2019 Q4	$742K	Buy	7,302 +299	+4%	+$29.2K	0.06%	262
2019 Q3	$654K	Buy	+7,003	New	+$678K	0.06%	283