Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$9.42M - $12.3M
|
60.1K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.6KNew |
$4.17M - $5.44M
|
26.6K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 27.68% |
$3.64M - $4.76M
|
107K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.9KNew |
$2.96M - $3.87M
|
18.9K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.3K+ 130.54% |
$2.4M - $3.14M
|
27.1K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.9K+ 3.31% |
$2.18M - $2.85M
|
434K
$72.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.74KNew |
$1.37M - $1.79M
|
8.74K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69KNew |
$1.21M - $1.57M
|
7.69K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.51K+ 49.44% |
$1.02M - $1.33M
|
19.7K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$903K - $1.18M
|
5.76K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.31KNew |
$832K - $1.09M
|
5.31K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.7KNew |
$581K - $758K
|
3.7K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.7KNew |
$580K - $758K
|
3.7K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.55K+ 2.74% |
$556K - $726K
|
133K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.97K+ 18.98% |
$465K - $607K
|
18.6K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.72KNew |
$426K - $556K
|
2.72K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.46K+ 6.34% |
$229K - $299K
|
24.5K
$4.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.41K+ 564.0% |
$221K - $289K
|
1.66K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.31KNew |
$206K - $269K
|
1.31K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27KNew |
$199K - $260K
|
1.27K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.21KNew |
$190K - $248K
|
1.21K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.19KNew |
$187K - $244K
|
1.19K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07KNew |
$167K - $218K
|
1.07K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
888New |
$139K - $182K
|
888
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
767+ 45.25% |
$120K - $157K
|
2.46K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
702+ 1.88% |
$110K - $144K
|
38K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
604New |
$94.7K - $124K
|
604
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
412+ 219.15% |
$64.6K - $84.3K
|
600
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$47K - $61.4K
|
300
$50.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$31.4K - $40.9K
|
200
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
155+ 9.1% |
$24.3K - $31.7K
|
1.86K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
142New |
$22.3K - $29.1K
|
142
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
106+ 1.62% |
$16.6K - $21.7K
|
6.64K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
90New |
$14.1K - $18.4K
|
90
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
87New |
$13.6K - $17.8K
|
87
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
81+ 426.32% |
$12.7K - $16.6K
|
100
$16.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
77New |
$12.1K - $15.8K
|
77
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53+ 2.06% |
$8.31K - $10.9K
|
2.62K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
43+ 30.07% |
$6.74K - $8.8K
|
186
$31.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27New |
$4.23K - $5.53K
|
27
$4.52K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 3.31% |
$3.92K - $5.12K
|
780
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
21New |
$3.29K - $4.3K
|
21
$3.52K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.57K - $2.05K
|
10
$1.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$1.57K - $2.05K
|
10
$1.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.01% |
$1.41K - $1.84K
|
65.9K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$1.25K - $1.64K
|
8
$1.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.32% |
$1.1K - $1.43K
|
2.2K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$314 - $409
|
2.11K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$314 - $409
|
2
$335
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|