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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
188
shares
|
$36,652
0.0% of portfolio
|
Q1 2023
Reduced 68.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
165
shares
|
$32,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
143
shares
|
$27,879
0.0% of portfolio
|
Q4 2023
Reduced 33.18%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
130
shares
|
$25,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
118
shares
|
$23,005
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
115
shares
|
$22,420
0.0% of portfolio
|
Q2 2023
Added 360.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
110
shares
|
$21,445
0.0% of portfolio
|
Q1 2024
Added 59.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
109
shares
|
$21,250
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$19,496
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
89
shares
|
$17,351
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$16,571
0.0% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
76
shares
|
$14,816
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
62
shares
|
$12,087
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
55
shares
|
$10,722
0.0% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
52
shares
|
$10,137
0.0% of portfolio
|
Q1 2024
Reduced 50.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
40
shares
|
$7,798
0.0% of portfolio
|
Q2 2023
Added 21.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19
shares
|
$3,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
11
shares
|
$2,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$194
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|