Kaizen Financial Strategies Spdr S&P Software & Services E Transaction History
Kaizen Financial Strategies
- $183 Million
- Q2 2025
A detailed history of Kaizen Financial Strategies transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,760 shares of XSW stock, worth $527,270. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,760
Previous 2,760
-0.0%
Holding current value
$527,270
Previous $447,000
17.0%
% of portfolio
0.29%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding XSW
# of Institutions
121Shares Held
1.35MCall Options Held
2.1KPut Options Held
200-
Bank Of America Corp Charlotte, NC386KShares$73.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC124KShares$23.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY116KShares$22.2 Million0.0% of portfolio
-
Mc Guire Investment Group, LLC66.8KShares$12.8 Million1.62% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR53.7KShares$10.3 Million0.19% of portfolio