RIS
Retirement Income Solutions’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,979
+120
| +6% | +$22.8K | 0.07% | 103 |
|
|
2025
Q1 | $297K | Hold |
1,859
| – | – | 0.06% | 109 |
|
|
2024
Q4 | $351K | Buy |
1,859
+155
| +9% | +$29.3K | 0.07% | 98 |
|
|
2024
Q3 | $274K | Hold |
1,704
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $257K | Hold |
1,704
| – | – | 0.06% | 117 |
|
|
2024
Q1 | $266K | Hold |
1,704
| – | – | 0.06% | 119 |
|
|
2023
Q4 | $256K | Hold |
1,704
| – | – | 0.06% | 115 |
|
|
2023
Q3 | $216K | Hold |
1,704
| – | – | 0.06% | 119 |
|
|
2023
Q2 | $227K | Hold |
1,704
| – | – | 0.06% | 124 |
|
|
2023
Q1 | $210K | Buy |
+1,704
| New | +$210K | 0.06% | 130 |
|
|
2022
Q2 | – | Sell |
-1,762
| Closed | -$260K | – | 126 |
|
|
2022
Q1 | $260K | Sell |
1,762
-938
| -35% | -$138K | 0.07% | 99 |
|
|
2021
Q4 | $447K | Buy |
2,700
+543
| +25% | +$89.9K | 0.12% | 72 |
|
|
2021
Q3 | $370K | Buy |
2,157
+29
| +1% | +$4.98K | 0.12% | 68 |
|
|
2021
Q2 | $365K | Hold |
2,128
| – | – | 0.12% | 71 |
|
|
2021
Q1 | $335K | Hold |
2,128
| – | – | 0.12% | 75 |
|
|
2020
Q4 | $328K | Hold |
2,128
| – | – | 0.12% | 71 |
|
|
2020
Q3 | $254K | Hold |
2,128
| – | – | 0.11% | 72 |
|
|
2020
Q2 | $237K | Buy |
+2,128
| New | +$237K | 0.1% | 74 |
|