Northeast Financial Consultants’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Hold |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $3.75M | Sell |
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|
2024
Q3 | $3.2M | Hold |
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|
2024
Q2 | $3.01M | Hold |
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|
2024
Q1 | $3.11M | Hold |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.92M | Hold |
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|
2023
Q1 | $2.69M | Hold |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $580K | Hold |
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|
2022
Q1 | $770K | Hold |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $873K | Sell |
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|
2021
Q2 | $954K | Hold |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $804K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $343K | Buy |
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