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Grant Private Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History

Grant Private Wealth Management’s Portfolio XSW Stock Details XSW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,641
Closed -$582K – 148
2025
Q1 		$582K Sell
3,641
-60
-2% -$9.59K 0.63% 43
2024
Q4 		$699K Buy
+3,701
New +$699K 0.75% 35