Financial Advisory Service, Inc. Spdr S&P Software & Services E Transaction History

Financial Advisory Service, Inc.

  • $1.07 Billion
  • Q1 2024

A detailed history of Financial Advisory Service, Inc. transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 177 shares of XSW stock, worth $26,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares
177
Previous 193 8.29%
Holding current value
$26,854
Previous $29,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 29, 2024
SELL
$141.74 - $157.2 $2,267 - $2,515
-16 Reduced 8.29%
177 $27,000
Q3 2023

Oct 23, 2023
SELL
$123.81 - $142.6 $18,571 - $21,390
-150 Reduced 43.73%
193 $24,000
Q2 2023

Aug 08, 2023
SELL
$112.81 - $133.92 $112 - $133
-1 Reduced 0.29%
343 $45,000
Q1 2023

May 11, 2023
BUY
$106.52 - $130.59 $2,982 - $3,656
28 Added 8.86%
344 $42,000
Q4 2022

Feb 01, 2023
SELL
$102.0 - $115.82 $22,134 - $25,132
-217 Reduced 40.71%
316 $34,000
Q3 2022

Oct 20, 2022
BUY
N/A
5 Added 0.95%
533 $57,000
Q2 2022

Aug 02, 2022
BUY
N/A
5 Added 0.96%
528 $59,000
Q1 2022

May 04, 2022
BUY
N/A
523 New
523 $77,000

Others Institutions Holding XSW

# of Institutions
99
Shares Held
1.3M
Call Options Held
3.8K
Put Options Held
300
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 Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. 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 Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email