Spire Wealth Management’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
$17K Sell
89
-165
-65% -$31.5K ﹤0.01% 1568
2025
Q1
$40.7K Hold
254
﹤0.01% 1353
2024
Q4
$48.1K Hold
254
﹤0.01% 1303
2024
Q3
$40.9K Hold
254
﹤0.01% 1195
2024
Q2
$38.4K Hold
254
﹤0.01% 1213
2024
Q1
$39.7K Hold
254
﹤0.01% 1293
2023
Q4
$37.4K Hold
254
﹤0.01% 1298
2023
Q3
$32.3K Hold
254
﹤0.01% 1333
2023
Q2
$33.9K Hold
254
﹤0.01% 1367
2023
Q1
$31.3K Buy
254
+165
+185% +$20.3K ﹤0.01% 1415
2022
Q4
$10K Sell
89
-300
-77% -$33.7K ﹤0.01% 1631
2022
Q3
$42K Buy
389
+135
+53% +$14.6K ﹤0.01% 1016
2022
Q2
$28K Hold
254
﹤0.01% 1537
2022
Q1
$37K Sell
254
-200
-44% -$29.1K ﹤0.01% 1564
2021
Q4
$75K Buy
454
+200
+79% +$33K ﹤0.01% 1537
2021
Q3
$44K Hold
254
﹤0.01% 1532
2021
Q2
$44K Hold
254
﹤0.01% 1531
2021
Q1
$40K Buy
+254
New +$40K ﹤0.01% 1851