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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
592
shares
|
$105,891
0.0% of portfolio
|
Q2 2025
Added 59100.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
472
shares
|
$84,426
0.0% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
448
shares
|
$80,133
0.0% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
423
shares
|
$75,662
0.02% of portfolio
|
Q3 2023
Reduced 25.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
300
shares
|
$53,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
265
shares
|
$47,400
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
235
shares
|
$42,034
0.06% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
210
shares
|
$37,562
0.0% of portfolio
|
Q3 2022
Added 35.48%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$35,774
0.0% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$32,196
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
163
shares
|
$29,155
0.0% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
120
shares
|
$21,464
0.01% of portfolio
|
Q1 2025
Reduced 37.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
110
shares
|
$19,675
0.0% of portfolio
|
Q1 2024
Added 59.42%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
100
shares
|
$17,887
0.0% of portfolio
|
Q4 2024
Added 426.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
100
shares
|
$17,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$17,887
0.0% of portfolio
|
Q2 2025
Reduced 96.33%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$17,887
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
90
shares
|
$16,098
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
89
shares
|
$15,919
0.0% of portfolio
|
Q2 2025
Reduced 64.96%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
82
shares
|
$14,667
0.0% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
80
shares
|
$14,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
78
shares
|
$13,951
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
76
shares
|
$13,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
68
shares
|
$12,163
0.0% of portfolio
|
Q2 2025
Added 83.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
65
shares
|
$11,626
0.0% of portfolio
|
Q2 2025
Added 3.17%
|