Kaizen Financial Strategies Spdr S&P Software & Services E Transaction History

Kaizen Financial Strategies

$197 Million
Q3 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 2,685 shares of XSW stock, worth $496,429. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,685

Previous 2,760 2.72%

Holding current value

$496,429

Previous $523,000 1.34%

% of portfolio

0.27%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$177.48 - $205.24 $13,311 - $15,393	-75 Reduced 2.72%	2,685 $530,000
Q1 2025 Apr 08, 2025	BUY	$159.76 - $197.42 $440,937 - $544,879	2,760 New	2,760 $447,000
Q1 2024 May 02, 2024	SELL	$141.74 - $157.2 $14,174 - $15,719	-100 Reduced 5.24%	1,807 $281,000
Q4 2023 Jan 18, 2024	SELL	$117.57 - $153.79 $1,175 - $1,537	-10 Reduced 0.52%	1,907 $286,000
Q3 2023 Oct 31, 2023	SELL	$123.81 - $142.6 $17,209 - $19,821	-139 Reduced 6.76%	1,917 $243,000

Q1 2023 May 10, 2023	SELL	$106.52 - $130.59 $31,529 - $38,654	-296 Reduced 12.59%	2,056 $253,000
Q4 2022 Jan 18, 2023	SELL	$102.0 - $115.82 $227,460 - $258,278	-2,230 Reduced 48.67%	2,352 $0
Q3 2022 Oct 18, 2022	SELL	$105.46 - $131.64 $24,255 - $30,277	-230 Reduced 4.78%	4,582 $491,000
Q2 2022 Jul 18, 2022	SELL	$105.5 - $151.72 $12,449 - $17,902	-118 Reduced 2.39%	4,812 $534,000
Q1 2022 May 06, 2022	SELL	$129.3 - $166.23 $2,715 - $3,490	-21 Reduced 0.42%	4,930 $726,000
Q3 2021 Nov 12, 2021	BUY	$164.15 - $181.83 $54,990 - $60,913	335 Added 7.26%	4,951 $850,000
Q1 2021 May 28, 2021	SELL	$150.94 - $175.77 $275,163 - $320,428	-1,823 Reduced 28.31%	4,616 $727,000
Q4 2020 Feb 03, 2021	BUY	$117.97 - $156.73 $759,608 - $1.01 Million	6,439 New	6,439 $992,000

Others Institutions Holding XSW

# of Institutions

124

Shares Held

1.31M

Call Options Held

2.1K

Put Options Held

200

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About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
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Kaizen Financial Strategies Spdr S&P Software & Services E Transaction History