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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12- 0.43% |
$1.7K - $2.28K
|
2.78K
$537K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-951- 33.42% |
$135K - $181K
|
1.9K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-562- 6.3% |
$79.6K - $107K
|
8.36K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-900- 24.84% |
$127K - $171K
|
2.72K
$525K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.3K+ 1.96% |
$184K - $246K
|
67.4K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.34KNew |
$190K - $254K
|
1.34K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-547- 3.37% |
$77.5K - $104K
|
15.7K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.71KNew |
$526K - $705K
|
3.71K
$716K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
120+ 6.46% |
$17K - $22.8K
|
1.98K
$382K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 83.78% |
$4.39K - $5.88K
|
68
$13.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-9- 0.42% |
$1.27K - $1.71K
|
2.14K
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.9K- 99.59% |
$411K - $551K
|
12
$2.32K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.89K- 70.46% |
$1.1M - $1.36M
|
2.89K
$557K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-734- 3.7% |
$117K - $145K
|
19.1K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.72KNew |
$435K - $537K
|
2.72K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
652+ 446.58% |
$104K - $129K
|
798
$154K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
257+ 3.33% |
$41.1K - $50.7K
|
7.98K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 32.81% |
$22.7M - $28.1M
|
576K
$111M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.35K- 8.72% |
$1.49M - $1.85M
|
97.8K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.6KNew |
$415K - $513K
|
2.6K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
305+ 11.84% |
$48.7K - $60.2K
|
2.88K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.16K+ 44.93% |
$344K - $426K
|
6.96K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-126- 5.74% |
$20.1K - $24.9K
|
2.07K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15+ 0.17% |
$2.4K - $2.96K
|
8.6K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.18K+ 129.2% |
$508K - $628K
|
5.64K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 687.5% |
$8.79K - $10.9K
|
63
$12.2K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.1K- 32.86% |
$335K - $414K
|
4.28K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7KNew |
$1.12M - $1.38M
|
7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
267+ 1.29% |
$42.7K - $52.7K
|
21K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-42- 13.25% |
$6.71K - $8.29K
|
275
$53.1K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.01KNew |
$320K - $396K
|
2.01K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32K+ 481.63% |
$5.11M - $6.31M
|
38.6K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.42K+ 4966.29% |
$706K - $873K
|
4.51K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
252New |
$40.3K - $49.7K
|
252
$48.6K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 10.93% |
$325K - $401K
|
20.6K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-384- 9.27% |
$61.3K - $75.8K
|
3.76K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-171- 35.85% |
$27.3K - $33.8K
|
306
$59K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-74- 2.82% |
$11.8K - $14.6K
|
2.55K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.12KNew |
$338K - $418K
|
2.12K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 4.56% |
$197K - $244K
|
28.3K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76New |
$12.1K - $15K
|
76
$14.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
263+ 0.99% |
$42K - $51.9K
|
26.8K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.15K- 16.96% |
$663K - $819K
|
20.3K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.39K+ 11.57% |
$702K - $867K
|
42.4K
$8.17M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.18% |
$3.99K - $4.94K
|
13.8K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
304New |
$48.6K - $60K
|
304
$58.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.06K- 8.99% |
$329K - $406K
|
20.8K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
296+ 2.96% |
$47.3K - $58.4K
|
10.3K
$1.99M
|
|