Latest Institutional Transactions on Spdr S&P Software & Services E (XSW)

XSW Quotes by TradingView

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
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
1.39K
New
$163K - $213K
1.39K $265K
Jan 19, 2024 Q4 2023
Armor Investment Advisors, LLC

BUY
 -
21
New
$2.47K - $3.23K
21 $4.02K
Jan 19, 2024 Q4 2023
Caerus Investment Advisors, LLC

BUY
 -
2.09K
New
$246K - $321K
2.09K $400K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 CALL
700
+ 700.0%
$82.3K - $108K
800 $153K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

SELL
 -
-2
- 0.55%
$235 - $308
363 $69.5K
Q3 2023
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
1K
New
$124K - $143K
1K $192K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
579
New
$71.7K - $82.6K
579 $111K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
8
New
$990 - $1.14K
8 $1.53K
Oct 11, 2023 Q3 2023
Canton Hathaway, LLC

SELL
 -
-145
- 25.53%
$18K - $20.7K
423 $81K
Q2 2023
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-27
- 0.13%
$3.05K - $3.62K
20.3K $3.9M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
90
+ 360.0%
$10.2K - $12.1K
115 $22K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
62
New
$6.99K - $8.3K
62 $11.9K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1
New
$113 - $134
1 $192
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-100
- 33.33%
$11.3K - $13.4K
200 $38.3K
Q1 2023
May 15, 2023 Q1 2023
Marshall Wace, LLP

London, X0
SELL
 -
-850
- 29.93%
$90.5K - $111K
1.99K $381K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
27
New
$2.88K - $3.53K
27 $5.17K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
165
+ 185.39%
$17.6K - $21.5K
254 $48.6K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
65
New
$6.92K - $8.49K
65 $12.4K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-256
- 61.1%
$27.3K - $33.4K
163 $31.2K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
4.66K
New
$496K - $608K
4.66K $892K
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
33.9K
New
$3.62M - $4.43M
33.9K $6.5M
Q4 2022
Feb 13, 2023 Q4 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
41K
New
$4.18M - $4.75M
41K $7.85M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
86
+ 100.0%
$8.77K - $9.96K
172 $32.9K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
50
New
$5.1K - $5.79K
50 $9.58K
Q3 2022
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
55
+ 35.48%
$5.8K - $7.24K
210 $40.2K
Q2 2022
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-6
Closed
$633 - $910
0 $0
May 10, 2024 Q2 2022
V2 Financial Group LLC

Naperville, IL
SELL
 -
-1.8K
Closed
$190K - $273K
0 $0
Aug 16, 2022 Q2 2022
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-1.63K
Closed
$172K - $247K
0 $0
Aug 15, 2022 Q2 2022
Fifth Lane Capital, LP

Austin, TX
BUY
 -
76
New
$8.02K - $11.5K
76 $14.6K
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
1.8K
+ 81.82%
$190K - $273K
4K $766K
Aug 12, 2022 Q2 2022
Global Endowment Management, LP

Charlotte, NC
BUY
 -
4K
New
$422K - $607K
4K $766K
Aug 10, 2022 Q2 2022
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-1.64K
Closed
$173K - $249K
0 $0
Aug 09, 2022 Q2 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
29
New
$3.06K - $4.4K
29 $5.55K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-24
Closed
$2.53K - $3.64K
0 $0
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-1.65K
Closed
$174K - $250K
0 $0
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-2.67K
Closed
$282K - $406K
0 $0
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

SELL
 -
-667
- 76.4%
$70.4K - $101K
206 $39.5K
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-87
Closed
$11.2K - $14.5K
0 $0
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
45.9K
New
$5.93M - $7.62M
45.9K $8.78M
May 16, 2022 Q1 2022
New Legacy Group, LLC

SELL
 -
-132
- 5.43%
$17.1K - $21.9K
2.3K $440K
May 12, 2022 Q1 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-20.9K
Closed
$2.71M - $3.48M
0 $0
May 11, 2022 Q1 2022
Orion Capital Management LLC

SELL
 -
-13
Closed
$1.68K - $2.16K
0 $0
May 09, 2022 Q1 2022
Csenge Advisory Group

SELL
 -
-5.35K
Closed
$692K - $889K
0 $0
May 05, 2022 Q1 2022
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1.82K
Closed
$235K - $302K
0 $0
May 04, 2022 Q1 2022
Stephens Inc

SELL
 -
-1.95K
Closed
$252K - $324K
0 $0
May 02, 2022 Q1 2022
Hudock, Inc.

SELL
 -
-398
Closed
$51.5K - $66.2K
0 $0
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
200
+ 66.67%
$25.9K - $33.2K
500 $95.8K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-12
Closed
$1.55K - $1.99K
0 $0
Apr 27, 2022 Q1 2022
Tiedemann Advisors, LLC

BUY
 -
10K
New
$1.29M - $1.66M
10K $1.92M

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