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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
780
shares
|
$149,385
0.03% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
773
shares
|
$148,044
0.01% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
700
shares
|
$134,064
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
600
shares
|
$114,912
0.0% of portfolio
|
Q4 2024
Added 219.15%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
423
shares
|
$81,012
0.01% of portfolio
|
Q3 2023
Reduced 25.53%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
306
shares
|
$58,605
0.07% of portfolio
|
Q1 2025
Reduced 35.85%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
304
shares
|
$58,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
300
shares
|
$57,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
275
shares
|
$52,668
0.0% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
254
shares
|
$48,646
0.0% of portfolio
|
Q1 2023
Added 185.39%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
252
shares
|
$48,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
210
shares
|
$40,219
0.0% of portfolio
|
Q3 2022
Added 35.48%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
200
shares
|
$38,304
0.0% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$34,473
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
163
shares
|
$31,217
0.0% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
142
shares
|
$27,195
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
120
shares
|
$22,982
0.01% of portfolio
|
Q1 2025
Reduced 37.82%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
118
shares
|
$22,599
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
115
shares
|
$22,024
0.0% of portfolio
|
Q2 2023
Added 360.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
110
shares
|
$21,067
0.0% of portfolio
|
Q1 2024
Added 59.42%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$19,152
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
100
shares
|
$19,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
100
shares
|
$19,152
0.0% of portfolio
|
Q4 2024
Added 426.32%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
90
shares
|
$17,236
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
77
shares
|
$14,747
0.01% of portfolio
|
Q4 2024
New holding
|