Steward Partners Investment Advisory’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 | – | Sell |
-76
| Closed | -$12.1K | – | 4259 |
|
|
2025
Q1 | $12.1K | Buy |
+76
| New | +$12.1K | ﹤0.01% | 3004 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 2866 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2760 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2725 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2758 |
|
|
2019
Q3 | $0 | Sell |
2
-3,036
| -100% | – | ﹤0.01% | 2782 |
|
|
2019
Q2 | $292K | Buy |
3,038
+1
| +0% | +$96 | 0.01% | 707 |
|
|
2019
Q1 | $286K | Sell |
3,037
-203
| -6% | -$19.1K | 0.01% | 652 |
|
|
2018
Q4 | $241K | Sell |
3,240
-56
| -2% | -$4.17K | 0.01% | 654 |
|
|
2018
Q3 | $299K | Buy |
3,296
+136
| +4% | +$12.3K | 0.01% | 618 |
|
|
2018
Q2 | $256K | Buy |
+3,160
| New | +$256K | 0.02% | 602 |
|