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 122 institutions that hold shares in the stock, with a total of 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
575,943
shares
|
$103 Million
0.01% of portfolio
|
Q1 2025
Added 32.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
142,719
shares
|
$25.4 Million
0.01% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
97,847
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
68,040
shares
|
$12.1 Million
0.23% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
66,129
shares
|
$11.8 Million
1.66% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
42,363
shares
|
$7.54 Million
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
41,070
shares
|
$7.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
38,597
shares
|
$6.87 Million
0.0% of portfolio
|
Q1 2025
Added 481.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
28,318
shares
|
$5.04 Million
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
26,838
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,372
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
21,044
shares
|
$3.75 Million
0.03% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,845
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,620
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
20,311
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
19,089
shares
|
$3.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
18,800
shares
|
$3.35 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
16,239
shares
|
$2.89 Million
0.22% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,755
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
10,297
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
9,781
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 489.22%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
9,519
shares
|
$1.69 Million
0.79% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,917
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,598
shares
|
$1.53 Million
0.16% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
7,975
shares
|
$1.42 Million
0.33% of portfolio
|
Q1 2025
Added 3.33%
|