Retirement Income Solutions’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
2026 Q1	$242K	Sell	1,704 -275	-14%	-$44.3K	0.04%	151
2025 Q4	$370K	Hold	1,979	–	–	0.06%	113
2025 Q3	$391K	Hold	1,979	–	–	0.07%	106
2025 Q2	$376K	Buy	1,979 +120	+6%	+$20.6K	0.07%	103
2025 Q1	$297K	Hold	1,859	–	–	0.06%	109
2024 Q4	$351K	Buy	1,859 +155	+9%	+$28.1K	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	+$202K	0.06%	130
2022 Q2	–	Sell	-1,762	Closed	-$260K	–	126
2022 Q1	$260K	Sell	1,762 -938	-35%	-$137K	0.07%	99
2021 Q4	$447K	Buy	2,700 +543	+25%	+$94.1K	0.12%	72
2021 Q3	$370K	Buy	2,157 +29	+1%	+$5.02K	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	+$210K	0.1%	74