Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.35K- 8.72% |
$1.49M - $1.85M
|
97.8K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.15K- 16.96% |
$663K - $819K
|
20.3K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 26.61% |
$348K - $430K
|
6.01K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.1K- 32.86% |
$335K - $414K
|
4.28K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.06K- 8.99% |
$329K - $406K
|
20.8K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 13.76% |
$227K - $281K
|
8.92K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-1.1K- 45.83% |
$176K - $217K
|
1.3K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-981- 26.48% |
$157K - $194K
|
2.72K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 9.94% |
$63.9K - $79K
|
3.62K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-384- 9.27% |
$61.3K - $75.8K
|
3.76K
$604K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-171- 35.85% |
$27.3K - $33.8K
|
306
$49.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-143- 76.88% |
$22.8K - $28.2K
|
43
$6.91K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-126- 5.74% |
$20.1K - $24.9K
|
2.07K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-74- 2.82% |
$11.8K - $14.6K
|
2.55K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-73- 37.82% |
$11.7K - $14.4K
|
120
$19.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-70- 3.42% |
$11.2K - $13.8K
|
1.98K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-61- 2.68% |
$9.75K - $12K
|
2.21K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-60- 1.62% |
$9.59K - $11.8K
|
3.64K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-42- 13.25% |
$6.71K - $8.29K
|
275
$44.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 18.5% |
$5.91K - $7.3K
|
163
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.18% |
$3.99K - $4.94K
|
13.8K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.47% |
$3.99K - $4.94K
|
5.28K
$849K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 1.02% |
$2.08K - $2.57K
|
1.26K
$202K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 5.26% |
$1.6K - $1.97K
|
180
$28.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 50.0% |
$320 - $395
|
2
$321
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.15K- 47.11% |
$180K - $235K
|
1.29K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 19.14% |
$78.4K - $102K
|
2.11K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-410- 22.69% |
$64.3K - $83.9K
|
1.4K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 46.15% |
$23.5K - $30.7K
|
175
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-101- 0.51% |
$15.8K - $20.7K
|
19.8K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-93- 6.34% |
$14.6K - $19K
|
1.37K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-46- 35.38% |
$7.21K - $9.42K
|
84
$13.5K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-299- 4.49% |
$42.7K - $48.1K
|
6.37K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-124- 3.9% |
$17.7K - $19.9K
|
3.05K
$491K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-114- 2.22% |
$16.3K - $18.3K
|
5.03K
$808K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-42- 43.3% |
$6K - $6.75K
|
55
$8.84K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 1.03% |
$2.29K - $2.57K
|
1.54K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.18% |
$1.14K - $1.29K
|
4.56K
$732K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.92K- 6.64% |
$413K - $452K
|
41.1K
$6.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.51KClosed |
$355K - $389K
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-115- 85.19% |
$16.2K - $17.8K
|
20
$3.21K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-59- 33.33% |
$8.33K - $9.14K
|
118
$19K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.6K- 48.0% |
$510K - $566K
|
3.9K
$627K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-175- 18.46% |
$24.8K - $27.5K
|
773
$124K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-82- 1.25% |
$11.6K - $12.9K
|
6.49K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 90.59% |
$10.9K - $12.1K
|
8
$1.29K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-53- 50.48% |
$7.51K - $8.33K
|
52
$8.36K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$7.09K - $7.86K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-476- 6.09% |
$56K - $73.2K
|
7.34K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-27- 48.21% |
$3.17K - $4.15K
|
29
$4.66K
|
|