Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $385K | Buy |
|
|||||
|
2025
Q2 | $360K | Sell |
|
|||||
|
2025
Q1 | $455K | Buy |
|
|||||
|
2024
Q4 | $509K | Hold |
|
|||||
|
2024
Q3 | $433K | Hold |
|
|||||
|
2024
Q2 | $407K | Buy |
|
|||||
|
2024
Q1 | $420K | Buy |
|
|||||
|
2023
Q4 | $386K | Buy |
|
|||||
|
2023
Q3 | $264K | Hold |
|
|||||
|
2023
Q2 | $277K | Buy |
|
|||||
|
2023
Q1 | $256K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $235K | Hold |
|
|||||
|
2021
Q4 | $264K | Buy |
|
|||||
|
2021
Q3 | $230K | Buy |
|
|||||
|
2021
Q2 | $230K | Buy |
|