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 99 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
397,105
shares
|
$60 Million
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
144,105
shares
|
$21.8 Million
0.01% of portfolio
|
Q1 2024
Added 7.91%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
74,663
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2024
Added 15.28%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 26, 2024 Q1 2024 |
67,971
shares
|
$10.3 Million
1.56% of portfolio
|
Q1 2024
Added 20.55%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 01, 2024 Q1 2024 |
67,028
shares
|
$10.1 Million
3.35% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
46,584
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2024
Added 12.74%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
43,990
shares
|
$6.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
41,306
shares
|
$6.24 Million
0.17% of portfolio
|
Q1 2024
Added 422.4%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
36,810
shares
|
$5.56 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
22,679
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2024
Added 42.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
22,226
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2024
Added 5.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
21,027
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2024
Added 5.14%
|
|
|
Ieq Capital, LLC
|
May 08, 2024 Q1 2024 |
20,777
shares
|
$3.14 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 15, 2024 Q1 2024 |
19,924
shares
|
$3.01 Million
0.15% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
17,007
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2024
Added 18.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
15,476
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2024 Q1 2024 |
15,311
shares
|
$2.31 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
14,360
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
14,033
shares
|
$2.12 Million
0.69% of portfolio
|
Q1 2024
Added 1.75%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
12,232
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2023
Added 4.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
11,822
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2024
Reduced 36.24%
|
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
10,586
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Added 8.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
10,001
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
9,522
shares
|
$1.44 Million
0.2% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
9,277
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2024
Added 182.06%
|
|