Purchases and Sales Made in Q1 2023 in Spdr S&P Software & Services E (XSW)

XSW Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P SOFTWARE & SERVICES E.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
36.5K
+ 99.07%
$3.89M - $4.77M
73.4K $13.9M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
34.6K
+ 1668.48%
$3.68M - $4.51M
36.6K $6.96M
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
33.9K
New
$3.62M - $4.43M
33.9K $6.44M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
26.5K
+ 50.33%
$2.82M - $3.46M
79.1K $15M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
21.2K
+ 264.08%
$2.26M - $2.77M
29.3K $5.56M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.32K
+ 132.01%
$992K - $1.22M
16.4K $3.11M
Apr 18, 2023 Q1 2023
Leuthold Group, LLC

BUY
 -
6.43K
New
$685K - $840K
6.43K $1.22M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
4.66K
New
$496K - $608K
4.66K $884K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
3.88K
+ 7.96%
$413K - $507K
52.6K $9.98M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.23K
New
$238K - $291K
2.23K $424K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
2.08K
New
$221K - $271K
2.08K $395K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
1.83K
New
$195K - $240K
1.83K $348K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.83K
+ 86.91%
$195K - $239K
3.94K $748K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.75K
+ 5.54%
$187K - $229K
33.4K $6.34M
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
1.7K
New
$182K - $223K
1.7K $323K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
834
+ 8.74%
$88.8K - $109K
10.4K $1.97M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
628
+ 6.07%
$66.9K - $82K
11K $2.08M
Apr 19, 2023 Q1 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
489
+ 18.19%
$52.1K - $63.9K
3.18K $603K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
377
+ 7.19%
$40.2K - $49.2K
5.62K $1.07M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
165
+ 185.39%
$17.6K - $21.5K
254 $48.2K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
98
+ 12.3%
$10.4K - $12.8K
895 $170K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
91
+ 0.89%
$9.69K - $11.9K
10.3K $1.96M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
65
New
$6.92K - $8.49K
65 $12.3K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
55
+ 2.69%
$5.86K - $7.18K
2.1K $399K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
29
+ 107.41%
$3.09K - $3.79K
56 $10.6K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
28
+ 8.86%
$2.98K - $3.66K
344 $65.3K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
27
New
$2.88K - $3.53K
27 $5.13K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
16
+ 47.06%
$1.7K - $2.09K
50 $9.49K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5
New
$533 - $653
5 $949
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2
+ 0.1%
$213 - $261
2.04K $388K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

SELL
 -
-9
- 2.36%
$959 - $1.18K
373 $70.8K
May 01, 2023 Q1 2023
Ieq Capital, LLC

SELL
 -
-23
- 0.11%
$2.45K - $3K
20.8K $3.96M
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-31
- 12.65%
$3.3K - $4.05K
214 $40.6K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-43
- 21.61%
$4.58K - $5.62K
156 $29.6K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-45
- 0.15%
$4.79K - $5.88K
29.7K $5.63M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-48
- 0.32%
$5.11K - $6.27K
15K $2.84M
May 01, 2023 Q1 2023
Cutler Group LP

SELL
 -
-100
- 50.0%
$10.7K - $13.1K
100 $19K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-104
- 80.62%
$11.1K - $13.6K
25 $4.75K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-126
- 4.68%
$13.4K - $16.5K
2.56K $487K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-128
- 68.09%
$13.6K - $16.7K
60 $11.4K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-146
- 3.52%
$15.6K - $19.1K
4K $760K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-225
- 6.24%
$24K - $29.4K
3.38K $641K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-256
- 61.1%
$27.3K - $33.4K
163 $30.9K
Apr 17, 2023 Q1 2023
Xponance, Inc.

SELL
 -
-288
- 10.13%
$30.7K - $37.6K
2.55K $485K
May 10, 2023 Q1 2023
Kaizen Financial Strategies

SELL
 -
-296
- 12.59%
$31.5K - $38.7K
2.06K $390K
May 15, 2023 Q1 2023
Belvedere Trading LLC

SELL
 -
-301
- 90.39%
$32.1K - $39.3K
32 $6.07K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-371
- 2.3%
$39.5K - $48.4K
15.7K $2.99M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-387
- 7.66%
$41.2K - $50.5K
4.66K $885K

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