Latest Institutional Purchases of Spdr S&P Software & Services E (XSW)
This list provides information on the latest institutional transactions involving Spdr S&P Software & Services E (XSW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 18.87% |
$2.61M - $3.5M
|
116K
$20.8M
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
15.6KNew |
$2.21M - $2.97M
|
15.6K
$2.8M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.2K+ 53.57% |
$2.15M - $2.88M
|
43.5K
$7.78M
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.6K+ 238.04% |
$1.78M - $2.39M
|
17.9K
$3.19M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6K+ 22.34% |
$849K - $1.14M
|
32.8K
$5.87M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.26K+ 51.11% |
$746K - $999K
|
15.6K
$2.78M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.81K+ 227.75% |
$681K - $913K
|
6.92K
$1.24M
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.71KNew |
$526K - $705K
|
3.71K
$664K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.54KNew |
$502K - $672K
|
3.54K
$634K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.98K+ 4.67% |
$280K - $375K
|
44.3K
$7.93M
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.49KNew |
$211K - $283K
|
1.49K
$266K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.34KNew |
$190K - $254K
|
1.34K
$239K
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.3K+ 1.96% |
$184K - $246K
|
67.4K
$12.1M
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$170K - $227K
|
1.2K
$214K
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.17KNew |
$165K - $222K
|
1.17K
$209K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 37.11% |
$152K - $203K
|
3.96K
$709K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
908+ 31.52% |
$129K - $172K
|
3.79K
$678K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
773New |
$109K - $147K
|
773
$138K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
612+ 10.18% |
$86.7K - $116K
|
6.63K
$1.19M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
604New |
$85.6K - $115K
|
604
$108K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
591+ 59100.0% |
$83.7K - $112K
|
592
$106K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
364+ 8.07% |
$51.6K - $69.1K
|
4.87K
$872K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
120+ 6.46% |
$17K - $22.8K
|
1.98K
$354K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95+ 4.31% |
$13.5K - $18K
|
2.3K
$412K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 6.37% |
$12.6K - $16.9K
|
1.49K
$266K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
80New |
$11.3K - $15.2K
|
80
$14.3K
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
35+ 0.52% |
$4.96K - $6.64K
|
6.73K
$1.2M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 83.78% |
$4.39K - $5.88K
|
68
$12.2K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 3.17% |
$283 - $380
|
65
$11.6K
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 1.3% |
$142 - $190
|
78
$14K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.8KNew |
$3M - $3.71M
|
18.8K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7KNew |
$1.12M - $1.38M
|
7K
$1.25M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57KNew |
$570K - $705K
|
3.57K
$639K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.76KNew |
$441K - $545K
|
2.76K
$494K
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.12KNew |
$338K - $418K
|
2.12K
$378K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.01KNew |
$320K - $396K
|
2.01K
$359K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
780New |
$125K - $154K
|
780
$140K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
412+ 34.51% |
$65.8K - $81.3K
|
1.61K
$287K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
257+ 3.33% |
$41.1K - $50.7K
|
7.98K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
252New |
$40.3K - $49.7K
|
252
$45.1K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
233+ 17.17% |
$37.2K - $46K
|
1.59K
$284K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$16K - $19.7K
|
100
$17.9K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76New |
$12.1K - $15K
|
76
$13.6K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12+ 0.43% |
$1.92K - $2.37K
|
2.8K
$500K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3New |
$479 - $592
|
3
$537
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.06% |
$160 - $197
|
1.59K
$285K
|
|
Q4 2024 | |||||||
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.9KNew |
$2.96M - $3.87M
|
18.9K
$3.38M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69KNew |
$1.21M - $1.57M
|
7.69K
$1.38M
|