Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-24- 0.12% |
$2.82K - $3.69K
|
20.8K
$3.77M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-27- 48.21% |
$3.17K - $4.15K
|
29
$5.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40- 0.4% |
$4.7K - $6.15K
|
10K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-65- 89.04% |
$7.64K - $10K
|
8
$1.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-71- 33.18% |
$8.35K - $10.9K
|
143
$25.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-94- 47.24% |
$11.1K - $14.5K
|
105
$19K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-97- 3.66% |
$11.4K - $14.9K
|
2.55K
$463K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-100- 3.05% |
$11.8K - $15.4K
|
3.18K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-112- 5.29% |
$13.2K - $17.2K
|
2.01K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-160- 1.09% |
$18.8K - $24.6K
|
14.5K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-273- 1.68% |
$32.1K - $42K
|
16K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-360- 0.91% |
$42.3K - $55.4K
|
39.2K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-461- 2.43% |
$54.2K - $70.9K
|
18.5K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-466- 21.45% |
$54.8K - $71.7K
|
1.71K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-476- 6.09% |
$56K - $73.2K
|
7.34K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-970- 67.36% |
$114K - $149K
|
470
$85.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 43.56% |
$239K - $313K
|
2.63K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.16K- 4.96% |
$254K - $332K
|
41.3K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.8K- 5.58% |
$329K - $431K
|
47.4K
$8.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.28K- 40.02% |
$620K - $811K
|
7.91K
$1.43M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.48K- 7.8% |
$644K - $842K
|
64.8K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.9K- 69.13% |
$1.63M - $2.13M
|
6.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 73.77% |
$1.73M - $2.27M
|
5.25K
$951K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-18K- 90.42% |
$2.12M - $2.77M
|
1.91K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 27.11% |
$2.83M - $3.7M
|
64.8K
$11.7M
|