Institutional Ownership Spdr S&P Software & Services E (XSW)
This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 1.32 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
433,666
shares
|
$80 Million
0.01% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
133,148
shares
|
$24.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
107,198
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Added 27.68%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
65,908
shares
|
$12.2 Million
1.9% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
60,107
shares
|
$11.1 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
41,070
shares
|
$7.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
37,971
shares
|
$7 Million
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
27,082
shares
|
$5 Million
0.0% of portfolio
|
Q4 2024
Added 130.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
26,575
shares
|
$4.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
24,459
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
22,904
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,372
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,777
shares
|
$3.83 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
19,823
shares
|
$3.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
19,677
shares
|
$3.63 Million
1.14% of portfolio
|
Q4 2024
Added 49.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
18,896
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,588
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,257
shares
|
$2.81 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,780
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,340
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,001
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
8,741
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,583
shares
|
$1.58 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,193
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7,718
shares
|
$1.42 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.73%
|