JNBA Financial Advisors’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
$30.9K Hold
163
﹤0.01% 344
2025
Q1
$26.1K Sell
163
-37
-19% -$5.92K ﹤0.01% 348
2024
Q4
$37.8K Buy
+200
New +$37.8K ﹤0.01% 313