Creative Planning’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	$319K	Hold	2,242	–	–	﹤0.01%	3380
2025 Q4	$420K	Buy	2,242 +53	+2%	+$10.2K	﹤0.01%	2988
2025 Q3	$433K	Buy	2,189 +120	+6%	+$22.9K	﹤0.01%	2842
2025 Q2	$393K	Hold	2,069	–	–	﹤0.01%	2674
2025 Q1	$331K	Sell	2,069 -126	-6%	-$23K	﹤0.01%	2662
2024 Q4	$415K	Buy	2,195 +7	+0.3%	+$1.27K	﹤0.01%	2399
2024 Q3	$352K	Hold	2,188	–	–	﹤0.01%	2398
2024 Q2	$331K	Hold	2,188	–	–	﹤0.01%	2269
2024 Q1	$341K	Sell	2,188 -172	-7%	-$25.9K	﹤0.01%	2143
2023 Q4	$355K	Buy	2,360 +172	+8%	+$22.9K	﹤0.01%	1970
2023 Q3	$278K	Hold	2,188	–	–	﹤0.01%	1998
2023 Q2	$292K	Hold	2,188	–	–	﹤0.01%	1933
2023 Q1	$269K	Hold	2,188	–	–	﹤0.01%	1893
2022 Q4	$238K	Hold	2,188	–	–	﹤0.01%	1904
2022 Q3	$234K	Buy	2,188 +26	+1%	+$3.08K	﹤0.01%	1803
2022 Q2	$240K	Buy	2,162 +3	+0.1%	+$375	﹤0.01%	1767
2022 Q1	$318K	Buy	+2,159	New	+$315K	﹤0.01%	1602
2017 Q3	–	Sell	-40	Closed	-$3K	–	3758
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	4216
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	4327
2016 Q4	$2K	Buy	+40	New	+$2.19K	﹤0.01%	4318