Institutional Ownership Spdr S&P Software & Services E (XSW)
This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 1.26 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
419,763
shares
|
$81.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
129,603
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
83,961
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
65,908
shares
|
$12.8 Million
1.9% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
60,107
shares
|
$11.7 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
41,070
shares
|
$7.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
40,574
shares
|
$7.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
37,269
shares
|
$7.24 Million
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,000
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,372
shares
|
$4.15 Million
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,777
shares
|
$4.04 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,429
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
19,924
shares
|
$3.87 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
18,896
shares
|
$3.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,623
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,257
shares
|
$2.97 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,205
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,167
shares
|
$2.56 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,747
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,664
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,340
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
8,741
shares
|
$1.7 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,668
shares
|
$1.68 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
8,030
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2024
Reduced 47.55%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7,718
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.73%
|