Tandem Financial, LLC Spdr S&P Software & Services E Transaction History

Tandem Financial, LLC

$94.5 Billion
Q4 2024

A detailed history of Tandem Financial, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Tandem Financial, LLC holds 5,309 shares of XSW stock, worth $935,180. This represents 1.06% of its overall portfolio holdings.

Number of Shares

5,309

Holding current value

$935,180

% of portfolio

1.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$156.76 - $204.72 $832,238 - $1.09 Million	5,309 New	5,309 $1 Billion

Others Institutions Holding XSW

# of Institutions

119

Shares Held

1.32M

Call Options Held

Put Options Held

2.4K

Bank Of America Corp Charlotte, NC

434K
Shares

$76.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

133K
Shares

$23.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

107K
Shares

$18.9 Million
0.0% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$11.6 Million
1.9% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

60.1K
Shares

$10.6 Million
0.24% of portfolio

View Full List

About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
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Tandem Financial, LLC Spdr S&P Software & Services E Transaction History