Arkadios Wealth Advisors Spdr S&P Software & Services E Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Arkadios Wealth Advisors holds 1,590 shares of XSW stock, worth $287,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,590

Previous 1,357 17.17%

Holding current value

$287,662

Previous $256,000 0.78%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$159.76 - $197.42 $37,224 - $45,998	233 Added 17.17%	1,590 $254,000
Q4 2024 Jan 15, 2025	SELL	$156.76 - $204.72 $5,329 - $6,960	-34 Reduced 2.44%	1,357 $256,000
Q3 2024 Oct 24, 2024	SELL	$142.84 - $160.77 $4,570 - $5,144	-32 Reduced 2.25%	1,391 $223,000
Q2 2024 Jul 29, 2024	BUY	$141.27 - $154.95 $201,027 - $220,493	1,423 New	1,423 $215,000
Q4 2021 Feb 03, 2022	SELL	$159.01 - $186.85 $141,836 - $166,670	-892 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$164.15 - $181.83 $10,669 - $11,818	65 Added 7.86%	892 $153,000
Q2 2021 Jul 28, 2021	BUY	$150.1 - $174.0 $124,132 - $143,898	827 New	827 $141,000
Q2 2020 Aug 10, 2020	SELL	$75.71 - $112.17 $5,753 - $8,524	-76 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$91.08 - $103.05 $6,922 - $7,831	76 New	76 $0

Others Institutions Holding XSW

# of Institutions

122

Shares Held

1.51M

Call Options Held

2.1K

Put Options Held

1.3K

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About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Spdr S&P Software & Services E Transaction History