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 $493,681. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,760
Previous 2,760
-0.0%
Holding current value
$493,681
Previous $447,000
17.0%
% of portfolio
0.29%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding XSW
# of Institutions
115Shares Held
1.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC386KShares$69.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC124KShares$22.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY116KShares$20.8 Million0.0% of portfolio
-
Mc Guire Investment Group, LLC67.4KShares$12.1 Million1.76% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR53.7KShares$9.61 Million0.19% of portfolio