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 $241 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,704
shares
|
$332,211
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,695
shares
|
$330,457
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,595
shares
|
$310,961
0.0% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
1,557
shares
|
$303,552
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,466
shares
|
$285,811
0.03% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,391
shares
|
$271,189
0.01% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,386
shares
|
$270,214
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,298
shares
|
$253,058
0.0% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
1,292
shares
|
$251,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$194,960
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
938
shares
|
$182,872
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
773
shares
|
$150,704
0.01% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
755
shares
|
$147,194
0.02% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
700
shares
|
$136,472
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
500
shares
|
$97,480
0.02% of portfolio
|
Q1 2022
Added 66.67%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
423
shares
|
$82,468
0.02% of portfolio
|
Q3 2023
Reduced 25.53%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
384
shares
|
$74,864
0.0% of portfolio
|
Q3 2024
Added 380.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
325
shares
|
$63,362
0.0% of portfolio
|
Q3 2024
Added 64.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
317
shares
|
$61,802
0.0% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
254
shares
|
$49,519
0.0% of portfolio
|
Q1 2023
Added 185.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
250
shares
|
$48,740
0.0% of portfolio
|
Q3 2024
Added 3025.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
217
shares
|
$42,306
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
210
shares
|
$40,941
0.0% of portfolio
|
Q3 2022
Added 35.48%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$38,992
0.0% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
190
shares
|
$37,042
0.0% of portfolio
|
Q3 2024
Added 5.56%
|