Arkadios Wealth Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
1,590
| – | – | 0.01% | 1028 |
|
|
2025
Q1 | $254K | Buy |
1,590
+233
| +17% | +$37.2K | 0.01% | 962 |
|
|
2024
Q4 | $256K | Sell |
1,357
-34
| -2% | -$6.43K | 0.01% | 776 |
|
|
2024
Q3 | $224K | Sell |
1,391
-32
| -2% | -$5.14K | 0.01% | 800 |
|
|
2024
Q2 | $215K | Buy |
+1,423
| New | +$215K | 0.01% | 742 |
|
|
2021
Q4 | – | Sell |
-892
| Closed | -$153K | – | 1808 |
|
|
2021
Q3 | $153K | Buy |
892
+65
| +8% | +$11.1K | 0.02% | 577 |
|
|
2021
Q2 | $141K | Buy |
+827
| New | +$141K | 0.02% | 622 |
|
|
2020
Q2 | – | Sell |
-76
| Closed | -$6.27K | – | 1167 |
|
|
2020
Q1 | $6.27K | Hold |
76
| – | – | ﹤0.01% | 738 |
|
|
2019
Q4 | $8.44K | Buy |
+76
| New | +$8.44K | 0.01% | 621 |
|