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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 50.0% |
$320 - $395
|
2
$362
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 5.26% |
$1.6K - $1.97K
|
180
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 1.02% |
$2.08K - $2.57K
|
1.26K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.47% |
$3.99K - $4.94K
|
5.28K
$956K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.18% |
$3.99K - $4.94K
|
13.8K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 18.5% |
$5.91K - $7.3K
|
163
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-42- 13.25% |
$6.71K - $8.29K
|
275
$49.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-60- 1.62% |
$9.59K - $11.8K
|
3.64K
$659K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-61- 2.68% |
$9.75K - $12K
|
2.21K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-70- 3.42% |
$11.2K - $13.8K
|
1.98K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-73- 37.82% |
$11.7K - $14.4K
|
120
$21.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-74- 2.82% |
$11.8K - $14.6K
|
2.55K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-126- 5.74% |
$20.1K - $24.9K
|
2.07K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-143- 76.88% |
$22.8K - $28.2K
|
43
$7.78K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-171- 35.85% |
$27.3K - $33.8K
|
306
$55.4K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-384- 9.27% |
$61.3K - $75.8K
|
3.76K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 9.94% |
$63.9K - $79K
|
3.62K
$655K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-734- 3.7% |
$117K - $145K
|
19.1K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-981- 26.48% |
$157K - $194K
|
2.72K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 13.76% |
$227K - $281K
|
8.92K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.06K- 8.99% |
$329K - $406K
|
20.8K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.1K- 32.86% |
$335K - $414K
|
4.28K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 26.61% |
$348K - $430K
|
6.01K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.15K- 16.96% |
$663K - $819K
|
20.3K
$3.67M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.89K- 70.46% |
$1.1M - $1.36M
|
2.89K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.35K- 8.72% |
$1.49M - $1.85M
|
97.8K
$17.7M
|