Latest Institutional Transactions on Spdr S&P Software & Services E (XSW)
This table provides information on the latest institutional transactions involving Spdr S&P Software & Services E (XSW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26- 0.06% |
$3.71K - $4.18K
|
40.6K
$8M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 1.03% |
$2.29K - $2.57K
|
1.54K
$304K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-557- 3.44% |
$79.6K - $89.5K
|
15.6K
$3.08M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.85K- 51.18% |
$978K - $1.1M
|
6.53K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.19K- 48.72% |
$885K - $996K
|
6.52K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-156- 1.09% |
$22.3K - $25.1K
|
14.2K
$2.8M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.57K- 23.42% |
$510K - $573K
|
11.7K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.18% |
$1.14K - $1.29K
|
4.56K
$899K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
606+ 1.65% |
$86.6K - $97.4K
|
37.3K
$7.35M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
304+ 380.0% |
$43.4K - $48.9K
|
384
$75.7K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-612- 4.44% |
$87.4K - $98.4K
|
13.2K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
174+ 0.76% |
$24.9K - $28K
|
23K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 2.82% |
$1.64M - $1.85M
|
420K
$82.8M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.01KNew |
$716K - $806K
|
5.01K
$988K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-255- 9.03% |
$36.4K - $41K
|
2.57K
$507K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.75K+ 31.47% |
$250K - $281K
|
7.31K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.03K- 64.12% |
$433K - $487K
|
1.7K
$334K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
731+ 28.75% |
$104K - $118K
|
3.27K
$645K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-635- 6.83% |
$90.7K - $102K
|
8.67K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
43+ 15.69% |
$6.14K - $6.91K
|
317
$62.5K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7K+ 19.52% |
$1.96M - $2.2M
|
84K
$16.6M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64- 0.54% |
$9.14K - $10.3K
|
11.7K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.01K- 63.45% |
$858K - $965K
|
3.46K
$682K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-219- 14.44% |
$31.3K - $35.2K
|
1.3K
$256K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-299- 4.49% |
$42.7K - $48.1K
|
6.37K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.29KNew |
$185K - $208K
|
1.29K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19New |
$2.71K - $3.05K
|
19
$3.75K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-73- 0.92% |
$10.4K - $11.7K
|
7.85K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7.28K- 47.55% |
$1.04M - $1.17M
|
8.03K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
938New |
$134K - $151K
|
938
$185K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
242+ 3025.0% |
$34.6K - $38.9K
|
250
$49.3K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
124+ 19.65% |
$17.7K - $19.9K
|
755
$149K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
130New |
$18.6K - $20.9K
|
130
$25.6K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.96K- 5.79% |
$1.14M - $1.28M
|
130K
$25.5M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2- 0.91% |
$286 - $322
|
217
$42.8K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
90+ 1.36% |
$12.9K - $14.5K
|
6.72K
$1.32M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-841- 3.95% |
$120K - $135K
|
20.4K
$4.03M
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-124- 3.9% |
$17.7K - $19.9K
|
3.05K
$602K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 18.96% |
$143K - $161K
|
4.28K
$843K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
31+ 1.38% |
$4.43K - $4.98K
|
2.28K
$449K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87- 3.97% |
$12.4K - $14K
|
2.1K
$415K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
127+ 64.14% |
$18.1K - $20.4K
|
325
$64.1K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-32- 2.25% |
$4.57K - $5.14K
|
1.39K
$274K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-42- 43.3% |
$6K - $6.75K
|
55
$10.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
132+ 0.62% |
$18.9K - $21.2K
|
21.4K
$4.21M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-114- 2.22% |
$16.3K - $18.3K
|
5.03K
$991K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-92- 0.87% |
$13.1K - $14.8K
|
10.5K
$2.07M
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.18K+ 6.02% |
$597K - $672K
|
73.6K
$14.5M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 5.56% |
$1.43K - $1.61K
|
190
$37.5K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
165New |
$23.6K - $26.5K
|
165
$32.5K
|