Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-139- 6.76% |
$17.2K - $19.8K
|
1.92K
$348K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-145- 25.53% |
$18K - $20.7K
|
423
$76.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-150- 0.3% |
$18.6K - $21.4K
|
50.2K
$9.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-150- 43.73% |
$18.6K - $21.4K
|
193
$35K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-176- 9.6% |
$21.8K - $25.1K
|
1.66K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-594- 1.35% |
$73.5K - $84.7K
|
43.5K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-700- 18.92% |
$86.7K - $99.8K
|
3K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.98K- 9.06% |
$246K - $283K
|
19.9K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.53K- 21.59% |
$684K - $788K
|
20.1K
$3.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-11.4K- 99.15% |
$1.41M - $1.62M
|
97
$17.6K
|