Latest Institutional Transactions on Spdr S&P Software & Services E (XSW)
This table provides information on the latest institutional transactions involving Spdr S&P Software & Services E (XSW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 18.87% |
$2.61M - $3.5M
|
116K
$20.8M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-506- 19.85% |
$71.7K - $96K
|
2.04K
$365K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86K- 14.06% |
$404K - $542K
|
17.5K
$3.12M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.24K- 57.33% |
$458K - $614K
|
2.41K
$431K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-949- 2.46% |
$134K - $180K
|
37.6K
$6.73M
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-36- 30.51% |
$5.1K - $6.83K
|
82
$14.7K
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-200- 0.95% |
$28.3K - $38K
|
20.8K
$3.73M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.2K+ 53.57% |
$2.15M - $2.88M
|
43.5K
$7.78M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.43K- 6.93% |
$202K - $271K
|
19.2K
$3.43M
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-144- 7.28% |
$20.4K - $27.3K
|
1.83K
$328K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.98K+ 4.67% |
$280K - $375K
|
44.3K
$7.93M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-350- 43.86% |
$49.6K - $66.4K
|
448
$80.1K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
604New |
$85.6K - $115K
|
604
$108K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.26K+ 51.11% |
$746K - $999K
|
15.6K
$2.78M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.62K- 96.33% |
$371K - $498K
|
100
$17.9K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6K+ 22.34% |
$849K - $1.14M
|
32.8K
$5.87M
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-307- 24.33% |
$43.5K - $58.3K
|
955
$171K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-275- 13.47% |
$39K - $52.2K
|
1.77K
$316K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.56K- 36.82% |
$363K - $486K
|
4.39K
$786K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
908+ 31.52% |
$129K - $172K
|
3.79K
$678K
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 1.34% |
$16.3K - $21.8K
|
8.48K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.39K- 53.35% |
$196K - $263K
|
1.21K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.17KNew |
$165K - $222K
|
1.17K
$209K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-190K- 32.91% |
$26.9M - $36M
|
386K
$69.1M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 3.17% |
$283 - $380
|
65
$11.6K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-174- 4.06% |
$24.6K - $33K
|
4.11K
$735K
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.4K- 35.0% |
$198K - $266K
|
2.6K
$465K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 37.11% |
$152K - $203K
|
3.96K
$709K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.91K- 44.07% |
$412K - $552K
|
3.69K
$660K
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$170K - $227K
|
1.2K
$214K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10- 3.64% |
$1.42K - $1.9K
|
265
$47.4K
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.6K+ 238.04% |
$1.78M - $2.39M
|
17.9K
$3.19M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
364+ 8.07% |
$51.6K - $69.1K
|
4.87K
$872K
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.49KNew |
$211K - $283K
|
1.49K
$266K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.9K- 13.24% |
$2.68M - $3.59M
|
124K
$22.1M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.81K+ 227.75% |
$681K - $913K
|
6.92K
$1.24M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-119- 0.87% |
$16.9K - $22.6K
|
13.6K
$2.44M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 78.26% |
$12.7K - $17.1K
|
25
$4.47K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.3K- 21.06% |
$2.03M - $2.72M
|
53.7K
$9.61M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19- 0.88% |
$2.69K - $3.61K
|
2.14K
$383K
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-735- 19.55% |
$104K - $140K
|
3.02K
$541K
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-71- 23.2% |
$10.1K - $13.5K
|
235
$42K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
80New |
$11.3K - $15.2K
|
80
$14.3K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40- 3.18% |
$5.67K - $7.59K
|
1.22K
$218K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
773New |
$109K - $147K
|
773
$138K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-290- 95.39% |
$41.1K - $55K
|
14
$2.5K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-128- 21.33% |
$18.1K - $24.3K
|
472
$84.4K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
591+ 59100.0% |
$83.7K - $112K
|
592
$106K
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
35+ 0.52% |
$4.96K - $6.64K
|
6.73K
$1.2M
|