Creative Planning’s 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
Q2 | $393K | Hold |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Buy |
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