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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
716New |
$84.2K - $110K
|
716
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
700+ 700.0% |
$82.3K - $108K
|
800
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
687+ 29.4% |
$80.8K - $106K
|
3.02K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
330New |
$38.8K - $50.8K
|
330
$62.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21New |
$2.47K - $3.23K
|
21
$3.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12+ 0.06% |
$1.41K - $1.85K
|
19.9K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.05% |
$118 - $154
|
2.04K
$386K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$124K - $143K
|
1K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
579New |
$71.7K - $82.6K
|
579
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
109New |
$13.5K - $15.5K
|
109
$20.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$990 - $1.14K
|
8
$1.51K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
205+ 4100.0% |
$23.1K - $27.5K
|
210
$39.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
90+ 360.0% |
$10.2K - $12.1K
|
115
$21.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
62New |
$6.99K - $8.3K
|
62
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 21.21% |
$790 - $937
|
40
$7.56K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$113 - $134
|
1
$189
|
|
| Q1 2023 | |||||||
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
33.9KNew |
$3.62M - $4.43M
|
33.9K
$6.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.66KNew |
$496K - $608K
|
4.66K
$880K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.7KNew |
$182K - $223K
|
1.7K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
165+ 185.39% |
$17.6K - $21.5K
|
254
$48K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65New |
$6.92K - $8.49K
|
65
$12.3K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
27New |
$2.88K - $3.53K
|
27
$5.1K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41KNew |
$4.18M - $4.75M
|
41K
$7.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
86+ 100.0% |
$8.77K - $9.96K
|
172
$32.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$5.1K - $5.79K
|
50
$9.45K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
55+ 35.48% |
$5.8K - $7.24K
|
210
$39.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4KNew |
$422K - $607K
|
4K
$756K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 81.82% |
$190K - $273K
|
4K
$756K
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
76New |
$8.02K - $11.5K
|
76
$14.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29New |
$3.06K - $4.4K
|
29
$5.48K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.9KNew |
$5.93M - $7.62M
|
45.9K
$8.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10KNew |
$1.29M - $1.66M
|
10K
$1.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 66.67% |
$25.9K - $33.2K
|
500
$94.5K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50New |
$7.95K - $9.34K
|
50
$9.45K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.61% |
$2.23K - $2.62K
|
2.32K
$438K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.5KNew |
$3.69M - $4.09M
|
22.5K
$4.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10New |
$1.64K - $1.82K
|
10
$1.89K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 11.11% |
$985 - $1.09K
|
60
$11.3K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
191New |
$28.7K - $33.2K
|
191
$36.1K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$5.9K - $7.84K
|
50
$9.45K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89New |
$9.69K - $11.5K
|
89
$16.8K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
24New |
$1.68K - $2.7K
|
24
$4.54K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
75New |
$6.83K - $7.73K
|
75
$14.2K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$189
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$378
|
|