Foundations Investment Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History

Foundations Investment Advisors’s Portfolio XSW Stock Details XSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$435K	Sell
2024 Q4	$700K	Buy
2024 Q3	–	Sell
2024 Q2	$821K	Buy
2024 Q1	$842K	Buy
2023 Q4	$285K	Sell
2023 Q3	$2.53M	Buy