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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5- 0.31% |
$784 - $1.02K
|
1.59K
$266K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-24- 11.06% |
$3.76K - $4.91K
|
193
$32.3K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27- 2.08% |
$4.23K - $5.53K
|
1.27K
$213K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 2.44% |
$5.33K - $6.96K
|
1.36K
$227K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-46- 35.38% |
$7.21K - $9.42K
|
84
$14.1K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-85- 0.98% |
$13.3K - $17.4K
|
8.58K
$1.44M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-85Closed |
$13.3K - $17.4K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-93- 6.34% |
$14.6K - $19K
|
1.37K
$230K
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-101- 0.51% |
$15.8K - $20.7K
|
19.8K
$3.32M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-125- 6.61% |
$19.6K - $25.6K
|
1.77K
$296K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-136- 1.73% |
$21.3K - $27.8K
|
7.72K
$1.29M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-143- 2.19% |
$22.4K - $29.3K
|
6.38K
$1.07M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 46.15% |
$23.5K - $30.7K
|
175
$29.3K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-156- 1.49% |
$24.5K - $31.9K
|
10.3K
$1.73M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-220- 3.28% |
$34.5K - $45K
|
6.5K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-229- 10.06% |
$35.9K - $46.9K
|
2.05K
$343K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-238- 61.98% |
$37.3K - $48.7K
|
146
$24.5K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-252- 5.89% |
$39.5K - $51.6K
|
4.02K
$674K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-297- 11.07% |
$46.6K - $60.8K
|
2.39K
$400K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-410- 22.69% |
$64.3K - $83.9K
|
1.4K
$234K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 2.99% |
$66.6K - $87K
|
13.8K
$2.31M
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-461- 49.15% |
$72.3K - $94.4K
|
477
$79.9K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 19.14% |
$78.4K - $102K
|
2.11K
$354K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-533- 15.41% |
$83.6K - $109K
|
2.93K
$490K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-698- 21.32% |
$109K - $143K
|
2.58K
$431K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.15K- 47.11% |
$180K - $235K
|
1.29K
$216K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.66K- 14.26% |
$261K - $340K
|
10K
$1.68M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.51K- 34.36% |
$394K - $514K
|
4.8K
$804K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.57K- 14.43% |
$403K - $527K
|
15.3K
$2.56M
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.89K- 48.41% |
$609K - $796K
|
4.14K
$694K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2K- 59.9% |
$1.92M - $2.5M
|
8.19K
$1.37M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 43.55% |
$2.77M - $3.62M
|
22.9K
$3.84M
|