Jones Financial Companies’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
$739K Buy
3,961
+1,072
+37% +$200K ﹤0.01% 1128
2025
Q1
$469K Buy
2,889
+1,229
+74% +$199K ﹤0.01% 1155
2024
Q4
$314K Buy
1,660
+1,410
+564% +$266K ﹤0.01% 1170
2024
Q3
$40.2K Buy
250
+242
+3,025% +$38.9K ﹤0.01% 1718
2024
Q2
$1.21K Buy
+8
New +$1.21K ﹤0.01% 2256