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 115 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
386,385
shares
|
$69.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
123,827
shares
|
$22.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
116,307
shares
|
$20.8 Million
0.0% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
67,427
shares
|
$12.1 Million
1.76% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
53,710
shares
|
$9.61 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
44,341
shares
|
$7.93 Million
0.0% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
43,487
shares
|
$7.78 Million
0.0% of portfolio
|
Q2 2025
Added 53.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
41,070
shares
|
$7.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
37,648
shares
|
$6.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
32,833
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,372
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,845
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,844
shares
|
$3.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
19,191
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
19,089
shares
|
$3.41 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
17,862
shares
|
$3.19 Million
3.16% of portfolio
|
Q2 2025
Added 238.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,456
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
15,692
shares
|
$2.81 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
15,631
shares
|
$2.8 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,560
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Added 51.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,636
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,483
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,355
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
7,586
shares
|
$1.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,922
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 227.75%
|