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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
62
shares
|
$11,089
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
56
shares
|
$10,016
0.01% of portfolio
|
Q2 2025
Reduced 60.56%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
55
shares
|
$9,837
0.0% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
52
shares
|
$9,301
0.0% of portfolio
|
Q1 2024
Reduced 50.48%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
43
shares
|
$7,691
0.0% of portfolio
|
Q1 2025
Reduced 76.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
27
shares
|
$4,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
25
shares
|
$4,471
0.0% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
14
shares
|
$2,504
0.0% of portfolio
|
Q2 2025
Reduced 95.39%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
12
shares
|
$2,146
0.0% of portfolio
|
Q2 2025
Reduced 99.59%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
11
shares
|
$1,967
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
10
shares
|
$1,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3
shares
|
$536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2
shares
|
$357
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|