Institutional Ownership Spdr S&P Software & Services E (XSW)
This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 1.32 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,689
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
6,636
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,495
shares
|
$1.05 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,376
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,760
shares
|
$934,444
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
5,309
shares
|
$861,279
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,029
shares
|
$815,854
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,799
shares
|
$778,541
0.0% of portfolio
|
Q4 2024
Reduced 34.36%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
4,143
shares
|
$672,118
0.08% of portfolio
|
Q4 2024
Reduced 48.41%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
4,023
shares
|
$652,651
0.1% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$648,920
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,704
shares
|
$600,899
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
3,701
shares
|
$600,413
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,053
shares
|
$495,288
0.19% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,024
shares
|
$490,583
0.04% of portfolio
|
Q4 2023
Added 29.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,926
shares
|
$474,684
0.0% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,718
shares
|
$440,941
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,695
shares
|
$437,209
0.18% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,623
shares
|
$425,529
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,576
shares
|
$417,904
0.0% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
2,462
shares
|
$399,410
0.0% of portfolio
|
Q4 2024
Added 45.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,387
shares
|
$387,243
0.03% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,299
shares
|
$372,966
0.8% of portfolio
|
Q1 2022
Reduced 5.43%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
2,273
shares
|
$368,748
0.21% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,195
shares
|
$356,094
0.0% of portfolio
|
Q4 2024
Added 0.32%
|