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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$113 - $134
|
1
$162
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 33.33% |
$11.3K - $13.4K
|
200
$32.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-850- 29.93% |
$90.5K - $111K
|
1.99K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
27New |
$2.88K - $3.53K
|
27
$4.38K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
165+ 185.39% |
$17.6K - $21.5K
|
254
$41.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65New |
$6.92K - $8.49K
|
65
$10.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-256- 61.1% |
$27.3K - $33.4K
|
163
$26.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.66KNew |
$496K - $608K
|
4.66K
$755K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
33.9KNew |
$3.62M - $4.43M
|
33.9K
$5.51M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
86+ 100.0% |
$8.77K - $9.96K
|
172
$27.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41KNew |
$4.18M - $4.75M
|
41K
$6.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$5.1K - $5.79K
|
50
$8.11K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
55+ 35.48% |
$5.8K - $7.24K
|
210
$34.1K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$633 - $910
|
0
$0
|
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.8KClosed |
$190K - $273K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.63KClosed |
$172K - $247K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
76New |
$8.02K - $11.5K
|
76
$12.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 81.82% |
$190K - $273K
|
4K
$649K
|
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4KNew |
$422K - $607K
|
4K
$649K
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.64KClosed |
$173K - $249K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29New |
$3.06K - $4.4K
|
29
$4.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-24Closed |
$2.53K - $3.64K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.65KClosed |
$174K - $250K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.67KClosed |
$282K - $406K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-667- 76.4% |
$70.4K - $101K
|
206
$33.4K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-87Closed |
$11.2K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
SELL
|
- |
-132- 5.43% |
$17.1K - $21.9K
|
2.3K
$373K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.9KNew |
$5.93M - $7.62M
|
45.9K
$7.44M
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-20.9KClosed |
$2.71M - $3.48M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13Closed |
$1.68K - $2.16K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5.35KClosed |
$692K - $889K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.82KClosed |
$235K - $302K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.95KClosed |
$252K - $324K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-398Closed |
$51.5K - $66.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$1.55K - $1.99K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 66.67% |
$25.9K - $33.2K
|
500
$81.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10KNew |
$1.29M - $1.66M
|
10K
$1.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-3.64KClosed |
$471K - $605K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.33KClosed |
$301K - $386K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-48Closed |
$6.21K - $7.98K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-370Closed |
$47.8K - $61.5K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.88KClosed |
$631K - $811K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5Closed |
$795 - $934
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.1KClosed |
$2.56M - $3.01M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32KClosed |
$529K - $621K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.16KClosed |
$344K - $404K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75Closed |
$11.9K - $14K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.61% |
$2.23K - $2.62K
|
2.32K
$376K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50New |
$7.95K - $9.34K
|
50
$8.11K
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.27KClosed |
$1.16M - $1.36M
|
0
$0
|
|