Foundations Investment Advisors, LLC Spdr S&P Software & Services E Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 3,704 shares of XSW stock, worth $727,021. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,704
Holding current value
$727,021
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$156.76 - $204.72 $580,639 - $758,282
3,704 New
3,704 $699,000
Q2 2024

Aug 02, 2024
BUY
$141.27 - $154.95 $5,368 - $5,888
38 Added 0.7%
5,433 $820,000
Q1 2024

May 13, 2024
BUY
$141.74 - $157.2 $494,389 - $548,313
3,488 Added 182.91%
5,395 $841,000
Q4 2023

Feb 08, 2024
SELL
$117.57 - $153.79 $2.12 Million - $2.77 Million
-18,001 Reduced 90.42%
1,907 $286,000
Q3 2023

Oct 05, 2023
BUY
$123.81 - $142.6 $2.46 Million - $2.84 Million
19,908 New
19,908 $2.53 Million

Others Institutions Holding XSW

# of Institutions
104
Shares Held
1.26M
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
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