FIA
Foundations Investment Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,723
| Closed | -$435K | – | 996 |
|
|
2025
Q1 | $435K | Sell |
2,723
-981
| -26% | -$157K | 0.01% | 614 |
|
|
2024
Q4 | $700K | Buy |
+3,704
| New | +$700K | 0.01% | 468 |
|
|
2024
Q3 | – | Sell |
-5,433
| Closed | -$821K | – | 872 |
|
|
2024
Q2 | $821K | Buy |
5,433
+38
| +0.7% | +$5.74K | 0.02% | 380 |
|
|
2024
Q1 | $842K | Buy |
5,395
+3,488
| +183% | +$544K | 0.02% | 355 |
|
|
2023
Q4 | $285K | Sell |
1,907
-18,001
| -90% | -$2.69M | 0.01% | 560 |
|
|
2023
Q3 | $2.53M | Buy |
+19,908
| New | +$2.53M | 0.08% | 196 |
|