Arkadios Wealth Advisors’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	$218K	Buy	1,534 +100	+7%	+$16.1K	﹤0.01%	1530
2025 Q4	$268K	Sell	1,434 -61	-4%	-$11.7K	0.01%	1296
2025 Q3	$296K	Sell	1,495 -95	-6%	-$18.1K	0.01%	1162
2025 Q2	$302K	Hold	1,590	–	–	0.01%	1054
2025 Q1	$254K	Buy	1,590 +233	+17%	+$42.5K	0.01%	967
2024 Q4	$256K	Sell	1,357 -34	-2%	-$6.17K	0.01%	779
2024 Q3	$224K	Sell	1,391 -32	-2%	-$4.92K	0.01%	803
2024 Q2	$215K	Buy	+1,423	New	+$211K	0.01%	744
2021 Q4	–	Sell	-892	Closed	-$153K	–	1817
2021 Q3	$153K	Buy	892 +65	+8%	+$11.3K	0.02%	577
2021 Q2	$141K	Buy	+827	New	+$135K	0.02%	622
2020 Q2	–	Sell	-76	Closed	-$6.27K	–	1165
2020 Q1	$6.27K	Hold	76	–	–	﹤0.01%	738
2019 Q4	$8.44K	Buy	+76	New	+$7.42K	0.01%	621