Concord Wealth Partners Spdr S&P Software & Services E Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Concord Wealth Partners holds 21 shares of XSW stock, worth $4,068. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,068

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$156.76 - $204.72 $3,291 - $4,299	21 New	21 $3,000
Q4 2020 Feb 16, 2021	BUY	$117.97 - $156.73 $5,898 - $7,836	50 New	50 $8,000

Others Institutions Holding XSW

# of Institutions

Shares Held

1.17M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

420K
Shares

$81.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$25.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$16.3 Million
0.0% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$12.8 Million
1.9% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

60.1K
Shares

$11.6 Million
0.24% of portfolio

View Full List

About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
Sector ETFs
Industry ETFs

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