Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 32.81% |
$22.7M - $28.1M
|
576K
$103M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32K+ 481.63% |
$5.11M - $6.31M
|
38.6K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.8KNew |
$3M - $3.71M
|
18.8K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.57K+ 7.19% |
$1.53M - $1.89M
|
143K
$25.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.12K+ 489.22% |
$1.3M - $1.6M
|
9.78K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.93K+ 13.2% |
$1.27M - $1.57M
|
68K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7KNew |
$1.12M - $1.38M
|
7K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.42K+ 4966.29% |
$706K - $873K
|
4.51K
$808K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.39K+ 11.57% |
$702K - $867K
|
42.4K
$7.59M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.67K+ 125.36% |
$586K - $724K
|
6.59K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57KNew |
$570K - $705K
|
3.57K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.18K+ 129.2% |
$508K - $628K
|
5.64K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.91KNew |
$466K - $575K
|
2.91K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.76KNew |
$441K - $545K
|
2.76K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.72KNew |
$435K - $537K
|
2.72K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.6KNew |
$415K - $513K
|
2.6K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.16K+ 44.93% |
$344K - $426K
|
6.96K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.15KNew |
$344K - $425K
|
2.15K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.12KNew |
$338K - $418K
|
2.12K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 10.93% |
$325K - $401K
|
20.6K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.01KNew |
$320K - $396K
|
2.01K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 4.56% |
$197K - $244K
|
28.3K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
982+ 6.44% |
$157K - $194K
|
16.2K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
887+ 69.79% |
$142K - $175K
|
2.16K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
778+ 8.9% |
$124K - $154K
|
9.52K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
652+ 446.58% |
$104K - $129K
|
798
$143K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
412+ 34.51% |
$65.8K - $81.3K
|
1.61K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
408+ 17.09% |
$65.2K - $80.5K
|
2.8K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
374+ 42.12% |
$59.8K - $73.8K
|
1.26K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
305+ 11.84% |
$48.7K - $60.2K
|
2.88K
$516K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
304New |
$48.6K - $60K
|
304
$54.4K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
296+ 2.96% |
$47.3K - $58.4K
|
10.3K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275+ 15.56% |
$43.9K - $54.3K
|
2.04K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
267+ 1.29% |
$42.7K - $52.7K
|
21K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
263+ 0.99% |
$42K - $51.9K
|
26.8K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
257+ 3.33% |
$41.1K - $50.7K
|
7.98K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
252New |
$40.3K - $49.7K
|
252
$45.1K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
233+ 17.17% |
$37.2K - $46K
|
1.59K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
221+ 0.34% |
$35.3K - $43.6K
|
66.1K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 3.08% |
$32K - $39.5K
|
6.7K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
151+ 5.6% |
$24.1K - $29.8K
|
2.85K
$510K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101+ 4.8% |
$16.1K - $19.9K
|
2.21K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$16K - $19.7K
|
100
$17.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76New |
$12.1K - $15K
|
76
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 687.5% |
$8.79K - $10.9K
|
63
$11.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37New |
$5.91K - $7.3K
|
37
$6.63K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15+ 0.17% |
$2.4K - $2.96K
|
8.6K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3New |
$479 - $592
|
3
$537
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 100.0% |
$320 - $395
|
4
$716
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.06% |
$160 - $197
|
1.59K
$285K
|