Purchases and Sales Made in Q1 2024 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 2024. 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 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
67KNew |
$9.5M - $10.5M
|
67K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.4K+ 422.4% |
$4.73M - $5.25M
|
41.3K
$7.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
11.6K+ 20.55% |
$1.64M - $1.82M
|
68K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 7.91% |
$1.5M - $1.66M
|
144K
$26.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.89K+ 15.28% |
$1.4M - $1.56M
|
74.7K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.89K+ 15.28% |
$1.4M - $1.56M
|
74.7K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.72K+ 42.06% |
$952K - $1.06M
|
22.7K
$4.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.99K+ 182.06% |
$849K - $941K
|
9.28K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.75KNew |
$814K - $903K
|
5.75K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.27K+ 12.74% |
$746K - $828K
|
46.6K
$8.45M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.42K+ 6.29% |
$626K - $694K
|
74.7K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.5K+ 0.89% |
$496K - $550K
|
397K
$72M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 182.91% |
$494K - $548K
|
5.4K
$978K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.89KNew |
$409K - $454K
|
2.89K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.69K+ 18.78% |
$381K - $423K
|
17K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.66K+ 42.9% |
$377K - $418K
|
8.85K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.36KNew |
$334K - $371K
|
2.36K
$428K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.8KNew |
$255K - $283K
|
1.8K
$326K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51KNew |
$214K - $237K
|
1.51K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.29KNew |
$183K - $203K
|
1.29K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.23K+ 27.28% |
$175K - $194K
|
5.75K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.11K+ 5.24% |
$157K - $174K
|
22.2K
$4.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.03K+ 5.14% |
$146K - $161K
|
21K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
795+ 8.12% |
$113K - $125K
|
10.6K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
700New |
$99.2K - $110K
|
700
$127K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
549+ 8.47% |
$77.8K - $86.3K
|
7.03K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
530New |
$75.1K - $83.3K
|
530
$96.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
496+ 3.31% |
$70.3K - $78K
|
15.5K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
241+ 1.75% |
$34.2K - $37.9K
|
14K
$2.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
138+ 5.24% |
$19.6K - $21.7K
|
2.77K
$503K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
135New |
$19.1K - $21.2K
|
135
$24.5K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
125+ 4.87% |
$17.7K - $19.7K
|
2.69K
$488K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
108New |
$15.3K - $17K
|
108
$19.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$14.2K - $15.7K
|
100
$18.1K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81+ 3.19% |
$11.5K - $12.7K
|
2.62K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
76New |
$10.8K - $11.9K
|
76
$13.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 59.42% |
$5.81K - $6.45K
|
110
$19.9K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11New |
$1.56K - $1.73K
|
11
$1.99K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1+ 0.01% |
$142 - $157
|
10K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2- 0.13% |
$283 - $314
|
1.6K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 8.29% |
$2.27K - $2.52K
|
177
$32.1K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-27- 1.06% |
$3.83K - $4.24K
|
2.53K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50Closed |
$7.09K - $7.86K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-53- 50.48% |
$7.51K - $8.33K
|
52
$9.43K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 90.59% |
$10.9K - $12.1K
|
8
$1.45K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-82- 1.25% |
$11.6K - $12.9K
|
6.49K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-95- 14.77% |
$13.5K - $14.9K
|
548
$99.4K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-100- 3.83% |
$14.2K - $15.7K
|
2.51K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 5.24% |
$14.2K - $15.7K
|
1.81K
$328K
|