Kovitz Investment Group Partners’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 | $388K | Sell |
2,043
-506
| -20% | -$96K | ﹤0.01% | 1059 |
|
|
2025
Q1 | $407K | Sell |
2,549
-74
| -3% | -$11.8K | ﹤0.01% | 960 |
|
|
2024
Q4 | $496K | Buy |
2,623
+53
| +2% | +$10K | ﹤0.01% | 887 |
|
|
2024
Q3 | $413K | Sell |
2,570
-255
| -9% | -$41K | ﹤0.01% | 793 |
|
|
2024
Q2 | $427K | Sell |
2,825
-61
| -2% | -$9.22K | ﹤0.01% | 674 |
|
|
2024
Q1 | $450K | Buy |
+2,886
| New | +$450K | 0.01% | 522 |
|