Purchases and Sales Made in Q1 2022 in Spdr S&P Software & Services E (XSW)
This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P SOFTWARE & SERVICES E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.9KNew |
$5.93M - $7.62M
|
45.9K
$8.31M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13.5KNew |
$1.74M - $2.24M
|
13.5K
$2.45M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10KNew |
$1.29M - $1.66M
|
10K
$1.81M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.47K+ 122.71% |
$1.09M - $1.41M
|
15.4K
$2.79M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.23K+ 6.31% |
$418K - $538K
|
54.5K
$9.88M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 5.04% |
$406K - $522K
|
65.5K
$11.9M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2KNew |
$284K - $366K
|
2.2K
$399K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.16KNew |
$279K - $359K
|
2.16K
$391K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.65KNew |
$213K - $274K
|
1.65K
$299K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 118.8% |
$191K - $246K
|
2.72K
$494K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.47K+ 180.15% |
$190K - $244K
|
2.29K
$414K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 1244.95% |
$175K - $226K
|
1.47K
$266K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.29K+ 68.81% |
$167K - $215K
|
3.17K
$575K
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1.18K+ 78.74% |
$152K - $196K
|
2.67K
$485K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
950+ 40.25% |
$123K - $158K
|
3.31K
$600K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
906+ 23.77% |
$117K - $151K
|
4.72K
$855K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
644+ 52.44% |
$83.3K - $107K
|
1.87K
$339K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
620+ 22.79% |
$80.2K - $103K
|
3.34K
$606K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
523New |
$67.6K - $86.9K
|
523
$94.8K
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
398+ 0.72% |
$51.5K - $66.2K
|
55.5K
$10.1M
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
347+ 4.33% |
$44.9K - $57.7K
|
8.35K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
307+ 2.89% |
$39.7K - $51K
|
10.9K
$1.98M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 11.23% |
$39.6K - $50.9K
|
3.03K
$549K
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
255+ 11.03% |
$33K - $42.4K
|
2.57K
$465K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
224+ 11.75% |
$29K - $37.2K
|
2.13K
$386K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 66.67% |
$25.9K - $33.2K
|
500
$90.7K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
129+ 40.82% |
$16.7K - $21.4K
|
445
$80.7K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
110+ 8.22% |
$14.2K - $18.3K
|
1.45K
$263K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
86New |
$11.1K - $14.3K
|
86
$15.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
24New |
$3.1K - $3.99K
|
24
$4.35K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
17+ 0.72% |
$2.2K - $2.83K
|
2.37K
$430K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$1.03K - $1.33K
|
8
$1.45K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6New |
$776 - $997
|
6
$1.09K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 0.59% |
$388 - $499
|
506
$91.7K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$1.55K - $1.99K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13- 0.09% |
$1.68K - $2.16K
|
14.5K
$2.63M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13Closed |
$1.68K - $2.16K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16- 0.28% |
$2.07K - $2.66K
|
5.8K
$1.05M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-20- 11.43% |
$2.59K - $3.32K
|
155
$28.1K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-21- 0.42% |
$2.72K - $3.49K
|
4.93K
$894K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-29Closed |
$3.75K - $4.82K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-48Closed |
$6.21K - $7.98K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-87Closed |
$11.2K - $14.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-102- 0.3% |
$13.2K - $17K
|
34.1K
$6.18M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-121- 16.97% |
$15.6K - $20.1K
|
592
$107K
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-132- 5.43% |
$17.1K - $21.9K
|
2.3K
$417K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-155- 1.25% |
$20K - $25.8K
|
12.3K
$2.22M
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-165- 14.03% |
$21.3K - $27.4K
|
1.01K
$183K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 7.77% |
$25.9K - $33.2K
|
2.38K
$431K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-200- 44.05% |
$25.9K - $33.2K
|
254
$46.1K
|