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 97 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $240 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
|
$81.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
129,603
shares
|
$25.1 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%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
73,613
shares
|
$14.3 Million
3.04% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
65,899
shares
|
$12.8 Million
1.5% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
41,070
shares
|
$7.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
40,574
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
37,269
shares
|
$7.23 Million
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,000
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,372
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,777
shares
|
$4.03 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,429
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
19,924
shares
|
$3.86 Million
0.14% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
17,830
shares
|
$3.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,623
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,205
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,167
shares
|
$2.55 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
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
10,496
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
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.
|
Nov 12, 2024 Q3 2024 |
7,854
shares
|
$1.52 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,311
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,715
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Added 1.36%
|