Latest Institutional Transactions on Spdr S&P Software & Services E (XSW)

XSW Quotes by TradingView

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 07, 2022 Q4 2021
Beaumont Financial Partners, LLC

SELL
 -
-3.78K
Closed
$601K - $706K
0 $0
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-32
Closed
$5.09K - $5.98K
0 $0
Jan 21, 2022 Q4 2021
Sterling Manor Financial, LLC

SELL
 -
-2.1K
Closed
$333K - $392K
0 $0
Jan 21, 2022 Q4 2021
Corbenic Partners LLC

SELL
 -
-30
Closed
$4.77K - $5.61K
0 $0
Q3 2021
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
22.5K
New
$3.69M - $4.09M
22.5K $3.65M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6
+ 11.11%
$985 - $1.09K
60 $9.73K
Nov 15, 2021 Q3 2021
Aspire Private Capital, LLC

SELL
 -
-23
Closed
$3.78K - $4.18K
0 $0
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-193
Closed
$31.7K - $35.1K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
10
New
$1.64K - $1.82K
10 $1.62K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

SELL
 -
-1.88K
Closed
$308K - $342K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-96
Closed
$14.4K - $16.7K
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
191
New
$28.7K - $33.2K
191 $31K
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-192
Closed
$28.8K - $33.4K
0 $0
Jul 19, 2021 Q2 2021
Well Done, LLC

SELL
 -
-7.17K
Closed
$1.08M - $1.25M
0 $0
Jul 14, 2021 Q2 2021
Focus Wealth Advisors, LLC

SELL
 -
-20.7K
Closed
$3.11M - $3.6M
0 $0
Q1 2021
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-269
Closed
$40.6K - $47.3K
0 $0
May 14, 2021 Q1 2021
Pine Bridge Investments, L.P.

SELL
 -
-600
Closed
$90.6K - $105K
0 $0
May 07, 2021 Q1 2021
Seaview Investment Managers LLC

SELL
 -
-5.97K
Closed
$901K - $1.05M
0 $0
May 05, 2021 Q1 2021
Diversified, LLC

SELL
 -
-131
Closed
$19.8K - $23K
0 $0
Apr 28, 2021 Q1 2021
Davenport & CO LLC

SELL
 -
-1.37K
Closed
$206K - $240K
0 $0
Apr 28, 2021 Q1 2021
Orca Investment Management, LLC

SELL
 -
-11.2K
Closed
$1.69M - $1.97M
0 $0
Q4 2020
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

SELL
 -
-103
Closed
$12.2K - $16.1K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-200
Closed
$23.6K - $31.3K
0 $0
Feb 02, 2021 Q4 2020
First Trust Advisors LP

Wheaton, IL
SELL
 -
-13K
Closed
$1.53M - $2.04M
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
89
New
$9.69K - $11.5K
89 $14.4K
Nov 10, 2020 Q3 2020
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-5K
Closed
$544K - $643K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-258
Closed
$28.1K - $33.2K
0 $0
Oct 30, 2020 Q3 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-2
Closed
$218 - $257
0 $0
Oct 28, 2020 Q3 2020
Alpha Star Capital Management, LLC

SELL
 -
-2.5K
Closed
$272K - $322K
0 $0
Oct 27, 2020 Q3 2020
Fulcrum Equity Management

SELL
 -
-2.13K
Closed
$232K - $274K
0 $0
Oct 23, 2020 Q3 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-500
Closed
$54.4K - $64.3K
0 $0
Q2 2020
Aug 12, 2020 Q2 2020
Caz Investments LP

Houston, TX
SELL
 -
-5.13K
Closed
$388K - $575K
0 $0
Jul 02, 2020 Q2 2020
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-260
Closed
$19.7K - $29.2K
0 $0
Q1 2020
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
24
New
$1.68K - $2.7K
24 $3.89K
May 15, 2020 Q1 2020
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-141K
Closed
$9.9M - $15.9M
0 $0
May 04, 2020 Q1 2020
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-31.5K
Closed
$2.2M - $3.54M
0 $0
Apr 28, 2020 Q1 2020
Weaver Consulting Group

SELL
 -
-919
Closed
$64.3K - $103K
0 $0
Apr 27, 2020 Q1 2020
Ironwood Financial, LLC

SELL
 -
-420
Closed
$29.4K - $47.3K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-146
Closed
$10.2K - $16.4K
0 $0
Apr 15, 2020 Q1 2020
Stonebridge Financial Planning Group, LLC

SELL
 -
-125
Closed
$8.75K - $14.1K
0 $0
Q4 2019
May 15, 2024 Q4 2019
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
75
New
$6.83K - $7.73K
75 $12.2K
Nov 07, 2023 Q4 2019
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-3
Closed
$273 - $309
0 $0
Feb 07, 2020 Q4 2019
Alpine Woods Capital Investors, LLC

SELL
 -
-4K
Closed
$364K - $412K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Hbk Investments L P

Dallas, TX
SELL
 -
-27.1K
- 80.05%
$2.5M - $2.62M
6.74K $1.09M
Nov 14, 2019 Q3 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-412
Closed
$38K - $39.8K
0 $0
Nov 14, 2019 Q3 2019
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-510
Closed
$47.1K - $49.3K
0 $0
Nov 12, 2019 Q3 2019
Ahrens Investment Partners LLC

SELL
 -
-2.68K
Closed
$247K - $259K
0 $0
Nov 12, 2019 Q3 2019
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-2.9K
Closed
$267K - $280K
0 $0
Q2 2019
Aug 13, 2019 Q2 2019
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-72
Closed
N/A
0 $0

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