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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-466- 21.45% |
$54.8K - $71.7K
|
1.71K
$332K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-71- 33.18% |
$8.35K - $10.9K
|
143
$27.8K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-65- 89.04% |
$7.64K - $10K
|
8
$1.56K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-27- 48.21% |
$3.17K - $4.15K
|
29
$5.65K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-24- 0.12% |
$2.82K - $3.69K
|
20.8K
$4.05M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.55% |
$235 - $308
|
363
$70.7K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-145- 25.53% |
$18K - $20.7K
|
423
$82.4K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 33.33% |
$11.3K - $13.4K
|
200
$38.9K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.13% |
$3.05K - $3.62K
|
20.3K
$3.96M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-850- 29.93% |
$90.5K - $111K
|
1.99K
$387K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-256- 61.1% |
$27.3K - $33.4K
|
163
$31.7K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-128- 68.09% |
$13.6K - $16.7K
|
60
$11.7K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.37K- 48.72% |
$250K - $313K
|
2.5K
$487K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 10.53% |
$1.05K - $1.32K
|
85
$16.6K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.67KClosed |
$282K - $406K
|
0
$0
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.8KClosed |
$190K - $273K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.65KClosed |
$174K - $250K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.64KClosed |
$173K - $249K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.63KClosed |
$172K - $247K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-667- 76.4% |
$70.4K - $101K
|
206
$40.1K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-24Closed |
$2.53K - $3.64K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$633 - $910
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-20.9KClosed |
$2.71M - $3.48M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5.35KClosed |
$692K - $889K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.03KClosed |
$650K - $835K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.88KClosed |
$631K - $811K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.64KClosed |
$471K - $605K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.33KClosed |
$301K - $386K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.95KClosed |
$252K - $324K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.82KClosed |
$235K - $302K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-398Closed |
$51.5K - $66.2K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-370Closed |
$47.8K - $61.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-132- 5.43% |
$17.1K - $21.9K
|
2.3K
$448K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-87Closed |
$11.2K - $14.5K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-48Closed |
$6.21K - $7.98K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13Closed |
$1.68K - $2.16K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$1.55K - $1.99K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.1KClosed |
$2.56M - $3.01M
|
0
$0
|
|
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
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32KClosed |
$529K - $621K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.16KClosed |
$344K - $404K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.1KClosed |
$333K - $392K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75Closed |
$11.9K - $14K
|
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
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5Closed |
$795 - $934
|
0
$0
|
|
Q3 2021 | |||||||
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.88KClosed |
$308K - $342K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-193Closed |
$31.7K - $35.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-23Closed |
$3.78K - $4.18K
|
0
$0
|