Golden State Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380 Hold
2
﹤0.01% 1507
2025
Q1
$320 Hold
2
﹤0.01% 1531
2024
Q4
$378 Buy
+2
New +$378 ﹤0.01% 1444
2020
Q2
Sell
-2
Closed 934
2020
Q1
$0 Buy
+2
New ﹤0.01% 1014
2019
Q4
Sell
-2
Closed 981
2019
Q3
$0 Hold
2
﹤0.01% 1127
2019
Q2
$0 Buy
+2
New ﹤0.01% 1153