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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,069
shares
|
$370,082
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,043
shares
|
$365,431
0.0% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,979
shares
|
$353,983
0.07% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,895
shares
|
$338,958
0.1% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$327,868
0.02% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,800
shares
|
$321,966
0.19% of portfolio
|
Q2 2022
Closed
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$316,063
0.03% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,591
shares
|
$284,582
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
1,590
shares
|
$284,403
0.01% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
1,489
shares
|
$266,337
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,486
shares
|
$265,800
0.01% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$245,588
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,338
shares
|
$239,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$234,677
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,289
shares
|
$230,563
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,216
shares
|
$217,505
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,211
shares
|
$216,611
0.0% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,197
shares
|
$214,107
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,168
shares
|
$208,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$178,870
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
955
shares
|
$170,820
0.16% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
773
shares
|
$138,266
0.01% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
773
shares
|
$138,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
700
shares
|
$125,209
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
604
shares
|
$108,037
0.01% of portfolio
|
Q2 2025
New holding
|