Ifp Advisors, Inc Spdr S&P Software & Services E Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

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 1,397 shares of XSW stock, worth $226,383. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,397

Previous 1,807 22.69%

Holding current value

$226,383

Previous $290,000 9.31%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$156.76 - $204.72 $64,271 - $83,935	-410 Reduced 22.69%	1,397 $263,000
Q3 2024 Feb 04, 2025	SELL	$142.84 - $160.77 $65,849 - $74,114	-461 Reduced 20.33%	1,807 $290,000
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

# of Institutions

119

Shares Held

1.32M

Call Options Held

Put Options Held

2.4K

View Full List

About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
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