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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.64KClosed |
$471K - $605K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-48Closed |
$6.21K - $7.98K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.33KClosed |
$301K - $386K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-370Closed |
$47.8K - $61.5K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.88KClosed |
$631K - $811K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.1KClosed |
$2.56M - $3.01M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5Closed |
$795 - $934
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.16KClosed |
$344K - $404K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75Closed |
$11.9K - $14K
|
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
$444K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50New |
$7.95K - $9.34K
|
50
$9.58K
|
|
|
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
|
Corbenic Partners LLC
|
SELL
|
- |
-30Closed |
$4.77K - $5.61K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.1KClosed |
$333K - $392K
|
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
$4.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 11.11% |
$985 - $1.09K
|
60
$11.5K
|
|
|
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
$1.92K
|
|
|
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
$36.6K
|
|
|
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
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-103Closed |
$12.2K - $16.1K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$23.6K - $31.3K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13KClosed |
$1.53M - $2.04M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5KClosed |
$544K - $643K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-258Closed |
$28.1K - $33.2K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.5KClosed |
$272K - $322K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-2.13KClosed |
$232K - $274K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$54.4K - $64.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-5.13KClosed |
$388K - $575K
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-260Closed |
$19.7K - $29.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
24New |
$1.68K - $2.7K
|
24
$4.6K
|
|
|
May 15, 2020
Q1 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-141KClosed |
$9.9M - $15.9M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-31.5KClosed |
$2.2M - $3.54M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-919Closed |
$64.3K - $103K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-420Closed |
$29.4K - $47.3K
|
0
$0
|
|