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 121 institutions that hold shares in the stock, with a total of 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,549
shares
|
$457,621
0.0% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,299
shares
|
$412,739
0.8% of portfolio
|
Q1 2022
Reduced 5.43%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
2,212
shares
|
$397,120
0.17% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,206
shares
|
$396,043
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,158
shares
|
$387,425
0.0% of portfolio
|
Q1 2025
Added 69.79%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
2,153
shares
|
$386,528
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
2,115
shares
|
$379,705
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,112
shares
|
$379,167
0.0% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,069
shares
|
$371,447
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,042
shares
|
$366,600
0.03% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,006
shares
|
$360,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
1,977
shares
|
$354,930
0.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
1,859
shares
|
$333,746
0.06% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,800
shares
|
$323,154
0.19% of portfolio
|
Q2 2022
Closed
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,606
shares
|
$288,325
0.02% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,591
shares
|
$285,632
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,590
shares
|
$285,452
0.01% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,397
shares
|
$250,803
0.01% of portfolio
|
Q4 2024
Reduced 22.69%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$246,494
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,312
shares
|
$235,543
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
1,292
shares
|
$231,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,289
shares
|
$231,414
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,262
shares
|
$226,566
0.19% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,256
shares
|
$225,489
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,000
shares
|
$179,530
0.03% of portfolio
|
Q3 2023
New holding
|