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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
233+ 17.17% |
$37.2K - $46K
|
1.59K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.47% |
$3.99K - $4.94K
|
5.28K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.8KNew |
$3M - $3.71M
|
18.8K
$3.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-981- 26.48% |
$157K - $194K
|
2.72K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.57K+ 7.19% |
$1.53M - $1.89M
|
143K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
887+ 69.79% |
$142K - $175K
|
2.16K
$413K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-143- 76.88% |
$22.8K - $28.2K
|
43
$8.24K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 3.08% |
$32K - $39.5K
|
6.7K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3New |
$479 - $592
|
3
$575
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.93K+ 13.2% |
$1.27M - $1.57M
|
68K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 9.94% |
$63.9K - $79K
|
3.62K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 26.61% |
$348K - $430K
|
6.01K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.06% |
$160 - $197
|
1.59K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57KNew |
$570K - $705K
|
3.57K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 18.5% |
$5.91K - $7.3K
|
163
$31.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
151+ 5.6% |
$24.1K - $29.8K
|
2.85K
$545K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-70- 3.42% |
$11.2K - $13.8K
|
1.98K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275+ 15.56% |
$43.9K - $54.3K
|
2.04K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 50.0% |
$320 - $395
|
2
$383
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$16K - $19.7K
|
100
$19.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101+ 4.8% |
$16.1K - $19.9K
|
2.21K
$422K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
408+ 17.09% |
$65.2K - $80.5K
|
2.8K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
778+ 8.9% |
$124K - $154K
|
9.52K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-60- 1.62% |
$9.59K - $11.8K
|
3.64K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
374+ 42.12% |
$59.8K - $73.8K
|
1.26K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-61- 2.68% |
$9.75K - $12K
|
2.21K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 13.76% |
$227K - $281K
|
8.92K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.76KNew |
$441K - $545K
|
2.76K
$529K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 5.26% |
$1.6K - $1.97K
|
180
$34.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 33.83% |
$350K - $457K
|
4.36K
$836K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
75New |
$11.8K - $15.4K
|
75
$14.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 3.31% |
$3.92K - $5.12K
|
780
$149K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27New |
$4.23K - $5.53K
|
27
$5.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-93- 6.34% |
$14.6K - $19K
|
1.37K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$903K - $1.18M
|
5.76K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.51K+ 49.44% |
$1.02M - $1.33M
|
19.7K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
604New |
$94.7K - $124K
|
604
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.15K- 47.11% |
$180K - $235K
|
1.29K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.31KNew |
$206K - $269K
|
1.31K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$47K - $61.4K
|
300
$57.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.21KNew |
$190K - $248K
|
1.21K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
87New |
$13.6K - $17.8K
|
87
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$1.57K - $2.05K
|
10
$1.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07KNew |
$167K - $218K
|
1.07K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
412+ 219.15% |
$64.6K - $84.3K
|
600
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-46- 35.38% |
$7.21K - $9.42K
|
84
$16.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 19.14% |
$78.4K - $102K
|
2.11K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
81+ 426.32% |
$12.7K - $16.6K
|
100
$19.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
142New |
$22.3K - $29.1K
|
142
$27.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69KNew |
$1.21M - $1.57M
|
7.69K
$1.47M
|
|