A detailed history of Ifp Advisors, Inc transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Ifp Advisors, Inc holds 2,268 shares of XSW stock, worth $411,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,268
Previous 2,213 2.49%
Holding current value
$411,211
Previous $345,000 0.87%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$141.27 - $154.95 $7,769 - $8,522
55 Added 2.49%
2,268 $342,000
Q1 2024

Jul 30, 2024

SELL
$141.74 - $157.2 $35,435 - $39,300
-250 Reduced 10.15%
2,213 $345,000
Q3 2023

Oct 12, 2023

SELL
$123.81 - $142.6 $12,504 - $14,402
-101 Reduced 3.94%
2,463 $312,000
Q1 2023

Apr 18, 2023

SELL
$106.52 - $130.59 $13,421 - $16,454
-126 Reduced 4.68%
2,564 $315,000
Q4 2022

Feb 07, 2023

SELL
$102.0 - $115.82 $34,680 - $39,378
-340 Reduced 11.22%
2,690 $217,000
Q2 2022

Sep 06, 2022

BUY
$105.5 - $151.72 $319,665 - $459,711
3,030 New
3,030 $244,000
Q2 2022

Aug 12, 2022

SELL
$105.5 - $151.72 $319,665 - $459,711
-3,030 Closed
0 $0
Q1 2022

Sep 06, 2022

BUY
$129.3 - $166.23 $39,565 - $50,866
306 Added 11.23%
3,030 $0
Q1 2022

Aug 08, 2022

BUY
$129.3 - $166.23 $191,234 - $245,854
1,479 Added 118.8%
2,724 $0
Q1 2021

Apr 30, 2021

SELL
$150.94 - $175.77 $223,240 - $259,963
-1,479 Reduced 54.3%
1,245 $196,000
Q3 2020

Oct 29, 2020

BUY
$108.86 - $128.69 $161,003 - $190,332
1,479 Added 118.8%
2,724 $324,000
Q2 2020

Aug 05, 2020

BUY
$75.71 - $112.17 $94,258 - $139,651
1,245 New
1,245 $137,000
Q1 2020

May 12, 2020

BUY
$70.01 - $112.6 $0 - $0
0 New
0 $0
Q3 2018

Oct 25, 2018

SELL
N/A
-2 Closed
0 $0
Q2 2016

Jun 03, 2019

BUY
N/A
2
2 $0

Others Institutions Holding XSW

About SPDR S&P SOFTWARE & SERVICES E


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