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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-103Closed |
$12.2K - $16.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$5.9K - $7.84K
|
50
$9.75K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$23.6K - $31.3K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13KClosed |
$1.53M - $2.04M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89New |
$9.69K - $11.5K
|
89
$17.4K
|
|
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5KClosed |
$544K - $643K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-258Closed |
$28.1K - $33.2K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2Closed |
$218 - $257
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.5KClosed |
$272K - $322K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-2.13KClosed |
$232K - $274K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$54.4K - $64.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-5.13KClosed |
$388K - $575K
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-260Closed |
$19.7K - $29.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
24New |
$1.68K - $2.7K
|
24
$4.68K
|
|
|
May 15, 2020
Q1 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-141KClosed |
$9.9M - $15.9M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-31.5KClosed |
$2.2M - $3.54M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-919Closed |
$64.3K - $103K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-420Closed |
$29.4K - $47.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-146Closed |
$10.2K - $16.4K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-125Closed |
$8.75K - $14.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
75New |
$6.83K - $7.73K
|
75
$14.6K
|
|
|
Nov 07, 2023
Q4 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$273 - $309
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4KClosed |
$364K - $412K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-510Closed |
$47.1K - $49.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-412Closed |
$38K - $39.8K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-27.1K- 80.05% |
$2.5M - $2.62M
|
6.74K
$1.32M
|
|
|
Nov 12, 2019
Q3 2019
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.68KClosed |
$247K - $259K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.9KClosed |
$267K - $280K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-401Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.73KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.19KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.67KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$195
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.39KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.01KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-7.94KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.62KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-288Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 17, 2018
Q1 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-352Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$390
|
|