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 |
|---|---|---|---|---|---|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,299
shares
|
$440,304
0.8% of portfolio
|
Q1 2022
Reduced 5.43%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,212
shares
|
$423,642
0.13% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,206
shares
|
$422,493
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,158
shares
|
$413,300
0.0% of portfolio
|
Q1 2025
Added 69.79%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
2,144
shares
|
$410,618
0.04% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
2,115
shares
|
$405,064
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,112
shares
|
$404,490
0.0% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,069
shares
|
$396,254
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,042
shares
|
$391,083
0.03% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,006
shares
|
$384,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,979
shares
|
$379,018
0.07% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
1,977
shares
|
$378,635
0.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,800
shares
|
$344,736
0.19% of portfolio
|
Q2 2022
Closed
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,606
shares
|
$307,581
0.02% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,591
shares
|
$304,708
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,590
shares
|
$304,516
0.01% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,397
shares
|
$267,553
0.01% of portfolio
|
Q4 2024
Reduced 22.69%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$262,956
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,312
shares
|
$251,274
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
1,292
shares
|
$247,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,289
shares
|
$246,869
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,262
shares
|
$241,698
0.19% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,256
shares
|
$240,549
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,000
shares
|
$191,520
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
798
shares
|
$152,832
0.0% of portfolio
|
Q1 2025
Added 446.58%
|