Purchases and Sales Made in Q1 2025 in Spdr S&P Software & Services E (XSW)
This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW) during Q1 2025. 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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.93K+ 13.2% |
$1.27M - $1.57M
|
68K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57KNew |
$570K - $705K
|
3.57K
$574K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.91KNew |
$466K - $575K
|
2.91K
$468K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.76KNew |
$441K - $545K
|
2.76K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.15KNew |
$344K - $425K
|
2.15K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
982+ 6.44% |
$157K - $194K
|
16.2K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
887+ 69.79% |
$142K - $175K
|
2.16K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
778+ 8.9% |
$124K - $154K
|
9.52K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
408+ 17.09% |
$65.2K - $80.5K
|
2.8K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
374+ 42.12% |
$59.8K - $73.8K
|
1.26K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275+ 15.56% |
$43.9K - $54.3K
|
2.04K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
221+ 0.34% |
$35.3K - $43.6K
|
66.1K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 3.08% |
$32K - $39.5K
|
6.7K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
151+ 5.6% |
$24.1K - $29.8K
|
2.85K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101+ 4.8% |
$16.1K - $19.9K
|
2.21K
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$16K - $19.7K
|
100
$16.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37New |
$5.91K - $7.3K
|
37
$5.95K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3New |
$479 - $592
|
3
$482
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 100.0% |
$320 - $395
|
4
$643
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.06% |
$160 - $197
|
1.59K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 50.0% |
$320 - $395
|
2
$321
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 5.26% |
$1.6K - $1.97K
|
180
$28.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 18.5% |
$5.91K - $7.3K
|
163
$26.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-60- 1.62% |
$9.59K - $11.8K
|
3.64K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-61- 2.68% |
$9.75K - $12K
|
2.21K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-70- 3.42% |
$11.2K - $13.8K
|
1.98K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-143- 76.88% |
$22.8K - $28.2K
|
43
$6.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 9.94% |
$63.9K - $79K
|
3.62K
$582K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 13.76% |
$227K - $281K
|
8.92K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 26.61% |
$348K - $430K
|
6.01K
$966K
|