Creative Planning Spdr S&P Software & Services E Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Creative Planning holds 2,188 shares of XSW stock, worth $427,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,188
Previous 2,188 -0.0%
Holding current value
$427,228
Previous $330,000 6.36%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$141.74 - $157.2 $24,379 - $27,038
-172 Reduced 7.29%
2,188 $341,000
Q4 2023

Feb 14, 2024
BUY
$117.57 - $153.79 $20,222 - $26,451
172 Added 7.86%
2,360 $354,000
Q3 2022

Nov 03, 2022
BUY
$105.46 - $131.64 $2,741 - $3,422
26 Added 1.2%
2,188 $234,000
Q2 2022

Aug 15, 2022
BUY
$105.5 - $151.72 $316 - $455
3 Added 0.14%
2,162 $240,000
Q1 2022

May 16, 2022
BUY
$129.3 - $166.23 $279,158 - $358,890
2,159 New
2,159 $318,000

Others Institutions Holding XSW

# of Institutions
108
Shares Held
1.29M
Call Options Held
2K
Put Options Held
2.4K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

XSW Quotes by TradingView
  • Ticker XSW
  • Sector ETFs
  • Industry ETFs
More about XSW
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email