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 120 institutions that hold shares in the stock, with a total of 1.5 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,955
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 44.93%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,695
shares
|
$1.28 Million
0.29% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,594
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,013
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,643
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 129.2%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
5,284
shares
|
$1.01 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,029
shares
|
$963,154
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,509
shares
|
$863,563
0.05% of portfolio
|
Q1 2025
Added 4966.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,281
shares
|
$819,897
0.03% of portfolio
|
Q1 2025
Reduced 32.86%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,000
shares
|
$766,080
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
3,759
shares
|
$719,923
0.07% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
3,713
shares
|
$711,113
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
3,623
shares
|
$693,876
0.08% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,570
shares
|
$683,726
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
3,053
shares
|
$584,710
0.19% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,024
shares
|
$579,156
0.04% of portfolio
|
Q4 2023
Added 29.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,889
shares
|
$553,301
0.0% of portfolio
|
Q1 2025
Reduced 70.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,881
shares
|
$551,769
0.0% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
2,846
shares
|
$545,065
0.15% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,795
shares
|
$535,298
0.02% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,760
shares
|
$528,595
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,723
shares
|
$521,508
0.01% of portfolio
|
Q1 2025
Reduced 26.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,722
shares
|
$521,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,596
shares
|
$497,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,549
shares
|
$488,184
0.0% of portfolio
|
Q1 2025
Reduced 2.82%
|