Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
200KNew |
$32.9M - $36.4M
|
200K
$39.5M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
140KNew |
$23.1M - $25.5M
|
140K
$27.7M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.5KNew |
$10.1M - $11.2M
|
61.5K
$12.1M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.5KNew |
$3.69M - $4.09M
|
22.5K
$4.43M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 78.4% |
$2.95M - $3.26M
|
40.8K
$8.05M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.8K+ 124.72% |
$2.92M - $3.23M
|
32K
$6.31M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.9K+ 228.76% |
$2.28M - $2.53M
|
20K
$3.94M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$2.28M - $2.52M
|
13.9K
$2.74M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
10.7K+ 197.91% |
$1.76M - $1.95M
|
16.1K
$3.18M
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.9KNew |
$1.62M - $1.8M
|
9.9K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.28KNew |
$1.36M - $1.51M
|
8.28K
$1.63M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
7.57KNew |
$1.24M - $1.38M
|
7.57K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.82K+ 40.86% |
$955K - $1.06M
|
20.1K
$3.95M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.74KNew |
$614K - $680K
|
3.74K
$737K
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.71K+ 104.47% |
$609K - $675K
|
7.27K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.61KNew |
$592K - $655K
|
3.61K
$711K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.53K+ 3.15% |
$579K - $641K
|
115K
$22.8M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.32KNew |
$546K - $604K
|
3.32K
$655K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.84K+ 53.15% |
$467K - $517K
|
8.19K
$1.61M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.65K+ 7.53% |
$435K - $481K
|
37.8K
$7.45M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.42KNew |
$397K - $440K
|
2.42K
$477K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 39.2% |
$389K - $431K
|
8.41K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.1K+ 55.77% |
$345K - $382K
|
5.86K
$1.16M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.93K+ 5.65% |
$316K - $351K
|
36.1K
$7.11M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.53KNew |
$250K - $277K
|
1.53K
$301K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.47K+ 1467.0% |
$241K - $267K
|
1.57K
$309K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.24KNew |
$204K - $226K
|
1.24K
$245K
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.17K+ 2.17% |
$191K - $212K
|
54.8K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
904+ 31.43% |
$148K - $164K
|
3.78K
$745K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
873New |
$143K - $159K
|
873
$172K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
499+ 11.73% |
$81.9K - $90.7K
|
4.75K
$937K
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
375+ 13.03% |
$61.6K - $68.2K
|
3.25K
$641K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
335+ 7.26% |
$55K - $60.9K
|
4.95K
$976K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
274+ 1.01% |
$45K - $49.8K
|
27.3K
$5.38M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
219New |
$35.9K - $39.8K
|
219
$43.2K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 200.0% |
$32.8K - $36.4K
|
300
$59.1K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
186+ 7.97% |
$30.5K - $33.8K
|
2.52K
$497K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
172+ 17.46% |
$28.2K - $31.3K
|
1.16K
$228K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 2.48% |
$21.3K - $23.6K
|
5.37K
$1.06M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
85+ 5.75% |
$14K - $15.5K
|
1.56K
$308K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 850.0% |
$14K - $15.5K
|
95
$18.7K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
75New |
$12.3K - $13.6K
|
75
$14.8K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
65+ 7.86% |
$10.7K - $11.8K
|
892
$176K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 18.99% |
$9.85K - $10.9K
|
376
$74.1K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 3.36% |
$6.57K - $7.27K
|
1.23K
$242K
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
30New |
$4.92K - $5.45K
|
30
$5.91K
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
29+ 1.36% |
$4.76K - $5.27K
|
2.16K
$425K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23+ 0.95% |
$3.78K - $4.18K
|
2.44K
$481K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 11.11% |
$985 - $1.09K
|
60
$11.8K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.07% |
$164 - $182
|
1.34K
$265K
|