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 $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
600
shares
|
$99,672
0.0% of portfolio
|
Q4 2024
Added 219.15%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
477
shares
|
$79,239
0.09% of portfolio
|
Q4 2024
Reduced 49.15%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
423
shares
|
$70,268
0.02% of portfolio
|
Q3 2023
Reduced 25.53%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
317
shares
|
$52,660
0.0% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$49,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
254
shares
|
$42,194
0.0% of portfolio
|
Q1 2023
Added 185.39%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
210
shares
|
$34,885
0.0% of portfolio
|
Q3 2022
Added 35.48%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$33,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$33,224
0.0% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
193
shares
|
$32,061
0.01% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
190
shares
|
$31,562
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
186
shares
|
$30,898
0.0% of portfolio
|
Q4 2024
Added 30.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
175
shares
|
$29,071
0.0% of portfolio
|
Q4 2024
Reduced 46.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
165
shares
|
$27,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
146
shares
|
$24,253
0.0% of portfolio
|
Q4 2024
Reduced 61.98%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
142
shares
|
$23,589
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
118
shares
|
$19,602
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
115
shares
|
$19,103
0.0% of portfolio
|
Q2 2023
Added 360.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110
shares
|
$18,273
0.0% of portfolio
|
Q1 2024
Added 59.42%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
100
shares
|
$16,612
0.0% of portfolio
|
Q4 2024
Added 426.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$16,612
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
90
shares
|
$14,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
89
shares
|
$14,784
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
87
shares
|
$14,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
84
shares
|
$13,954
0.0% of portfolio
|
Q4 2024
Reduced 35.38%
|