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 116 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,139
shares
|
$414,880
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,069
shares
|
$401,303
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,043
shares
|
$396,260
0.0% of portfolio
|
Q4 2024
Added 28.39%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,979
shares
|
$383,846
0.07% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,895
shares
|
$367,554
0.1% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$355,528
0.02% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
1,800
shares
|
$349,128
0.21% of portfolio
|
Q2 2022
Closed
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$342,727
0.03% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,591
shares
|
$308,590
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
1,590
shares
|
$308,396
0.01% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
1,489
shares
|
$288,806
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,486
shares
|
$288,224
0.01% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$266,307
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,338
shares
|
$259,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$254,475
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,289
shares
|
$250,014
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,216
shares
|
$235,855
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,211
shares
|
$234,885
0.0% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,197
shares
|
$232,170
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,168
shares
|
$226,545
0.02% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$193,960
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
955
shares
|
$185,231
0.16% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
773
shares
|
$149,931
0.01% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
773
shares
|
$149,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
700
shares
|
$135,772
0.04% of portfolio
|
Q1 2024
New holding
|