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 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.67KClosed |
$282K - $406K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-667- 76.4% |
$70.4K - $101K
|
206
$40.6K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-87Closed |
$11.2K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.9KNew |
$5.93M - $7.62M
|
45.9K
$9.04M
|
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-132- 5.43% |
$17.1K - $21.9K
|
2.3K
$453K
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-20.9KClosed |
$2.71M - $3.48M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13Closed |
$1.68K - $2.16K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5.35KClosed |
$692K - $889K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.82KClosed |
$235K - $302K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.95KClosed |
$252K - $324K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-398Closed |
$51.5K - $66.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$1.55K - $1.99K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 66.67% |
$25.9K - $33.2K
|
500
$98.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10KNew |
$1.29M - $1.66M
|
10K
$1.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.64KClosed |
$471K - $605K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.33KClosed |
$301K - $386K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-48Closed |
$6.21K - $7.98K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-370Closed |
$47.8K - $61.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.03KClosed |
$650K - $835K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.88KClosed |
$631K - $811K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5Closed |
$795 - $934
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.1KClosed |
$2.56M - $3.01M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75Closed |
$11.9K - $14K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.16KClosed |
$344K - $404K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32KClosed |
$529K - $621K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.61% |
$2.23K - $2.62K
|
2.32K
$457K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50New |
$7.95K - $9.34K
|
50
$9.86K
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.27KClosed |
$1.16M - $1.36M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.78KClosed |
$601K - $706K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-32Closed |
$5.09K - $5.98K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.1KClosed |
$333K - $392K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-30Closed |
$4.77K - $5.61K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.5KNew |
$3.69M - $4.09M
|
22.5K
$4.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 11.11% |
$985 - $1.09K
|
60
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-23Closed |
$3.78K - $4.18K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-193Closed |
$31.7K - $35.1K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10New |
$1.64K - $1.82K
|
10
$1.97K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.88KClosed |
$308K - $342K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-148Closed |
$22.2K - $25.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-96Closed |
$14.4K - $16.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
191New |
$28.7K - $33.2K
|
191
$37.7K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-192Closed |
$28.8K - $33.4K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
SELL
|
- |
-7.17KClosed |
$1.08M - $1.25M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
$3.11M - $3.6M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-269Closed |
$40.6K - $47.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-600Closed |
$90.6K - $105K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.97KClosed |
$901K - $1.05M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-131Closed |
$19.8K - $23K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.37KClosed |
$206K - $240K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-11.2KClosed |
$1.69M - $1.97M
|
0
$0
|
|