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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,730
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,625
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,029
shares
|
$899,537
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,873
shares
|
$871,633
0.05% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
4,607
shares
|
$824,054
0.72% of portfolio
|
Q2 2025
Reduced 51.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,394
shares
|
$785,954
0.0% of portfolio
|
Q2 2025
Reduced 36.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,107
shares
|
$734,619
0.03% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,961
shares
|
$708,504
0.0% of portfolio
|
Q2 2025
Added 37.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,789
shares
|
$677,738
0.0% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
3,713
shares
|
$664,144
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,688
shares
|
$659,672
0.0% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,542
shares
|
$633,557
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
3,053
shares
|
$546,090
0.2% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
3,024
shares
|
$540,902
0.06% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,024
shares
|
$540,902
0.04% of portfolio
|
Q4 2023
Added 29.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,783
shares
|
$497,795
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,760
shares
|
$493,681
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
2,723
shares
|
$487,063
0.06% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$465,062
0.07% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,408
shares
|
$430,718
0.0% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,301
shares
|
$411,579
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,299
shares
|
$411,222
0.8% of portfolio
|
Q1 2022
Reduced 5.43%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,212
shares
|
$395,660
0.13% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
2,144
shares
|
$383,497
0.04% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,139
shares
|
$382,602
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|