Kingswood Wealth 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	$528K	Sell	2,783 -12	-0.4%	-$2.28K	0.04%	394
2025 Q1	$447K	Buy	2,795 +408	+17%	+$65.2K	0.04%	424
2024 Q4	$451K	Sell	2,387 -297	-11%	-$56.1K	0.03%	469
2024 Q3	$431K	Hold	2,684	–	–	0.03%	495
2024 Q2	$406K	Buy	+2,684	New	+$406K	0.04%	438