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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.72KNew |
$426K - $556K
|
2.72K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.69KNew |
$1.21M - $1.57M
|
7.69K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-24- 11.06% |
$3.76K - $4.91K
|
193
$31.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.19KNew |
$187K - $244K
|
1.19K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-533- 15.41% |
$83.6K - $109K
|
2.93K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 2.99% |
$66.6K - $87K
|
13.8K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 46.15% |
$23.5K - $30.7K
|
175
$28.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
77New |
$12.1K - $15.8K
|
77
$12.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
43+ 30.07% |
$6.74K - $8.8K
|
186
$30.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.6KNew |
$4.17M - $5.44M
|
26.6K
$4.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
888New |
$139K - $182K
|
888
$144K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.41K+ 564.0% |
$221K - $289K
|
1.66K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-410- 22.69% |
$64.3K - $83.9K
|
1.4K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-220- 3.28% |
$34.5K - $45K
|
6.5K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
155+ 9.1% |
$24.3K - $31.7K
|
1.86K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5- 0.31% |
$784 - $1.02K
|
1.59K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
90New |
$14.1K - $18.4K
|
90
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-252- 5.89% |
$39.5K - $51.6K
|
4.02K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
400+ 20.0% |
$62.7K - $81.9K
|
2.4K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$31.4K - $40.9K
|
200
$32.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-136- 1.73% |
$21.3K - $27.8K
|
7.72K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$9.42M - $12.3M
|
60.1K
$9.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$314 - $409
|
2
$324
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-229- 10.06% |
$35.9K - $46.9K
|
2.05K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.9KNew |
$2.96M - $3.87M
|
18.9K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.31KNew |
$832K - $1.09M
|
5.31K
$861K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
21New |
$3.29K - $4.3K
|
21
$3.41K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.57K- 14.43% |
$403K - $527K
|
15.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.7KNew |
$581K - $758K
|
3.7K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-297- 11.07% |
$46.6K - $60.8K
|
2.39K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.01% |
$1.41K - $1.84K
|
65.9K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-156- 1.49% |
$24.5K - $31.9K
|
10.3K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 2.44% |
$5.33K - $6.96K
|
1.36K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.74KNew |
$1.37M - $1.79M
|
8.74K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.57K - $2.05K
|
10
$1.62K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 1.03% |
$2.29K - $2.57K
|
1.54K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.01KNew |
$716K - $806K
|
5.01K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
43+ 15.69% |
$6.14K - $6.91K
|
317
$51.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.18% |
$1.14K - $1.29K
|
4.56K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-299- 4.49% |
$42.7K - $48.1K
|
6.37K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.29KNew |
$185K - $208K
|
1.29K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-124- 3.9% |
$17.7K - $19.9K
|
3.05K
$495K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-42- 43.3% |
$6K - $6.75K
|
55
$8.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-114- 2.22% |
$16.3K - $18.3K
|
5.03K
$816K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
132+ 0.62% |
$18.9K - $21.2K
|
21.4K
$3.47M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.18K+ 6.02% |
$597K - $672K
|
73.6K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 5.56% |
$1.43K - $1.61K
|
190
$30.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
165New |
$23.6K - $26.5K
|
165
$26.8K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.41KNew |
$341K - $374K
|
2.41K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.51KClosed |
$355K - $389K
|
0
$0
|
|