AE Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-87	Closed	-$16.4K	–	2294
2024 Q4	$16.4K	Buy	+87	New	+$16.4K	﹤0.01%	1769
2022 Q1	–	Sell	-5,026	Closed	-$831K	–	1819
2021 Q4	$831K	Buy	5,026 +1,287	+34%	+$213K	0.01%	1009
2021 Q3	$642K	Buy	+3,739	New	+$642K	0.01%	1050