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 123 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $242 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,140
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
7,512
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,871
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,730
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,673
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 2124.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,192
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 40.92%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,791
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,029
shares
|
$929,811
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
4,484
shares
|
$829,046
0.64% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,873
shares
|
$716,078
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,761
shares
|
$695,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
3,680
shares
|
$680,395
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,509
shares
|
$648,779
0.16% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,203
shares
|
$592,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
3,053
shares
|
$564,469
0.19% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,024
shares
|
$559,107
0.04% of portfolio
|
Q4 2023
Added 29.4%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
3,024
shares
|
$559,107
0.05% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,805
shares
|
$518,616
0.0% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,795
shares
|
$516,767
0.0% of portfolio
|
Q3 2025
Added 30.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,783
shares
|
$514,548
0.03% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,753
shares
|
$509,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,723
shares
|
$503,455
0.06% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
2,685
shares
|
$496,429
0.27% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,600
shares
|
$480,713
0.07% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,462
shares
|
$455,199
0.0% of portfolio
|
Q3 2025
Reduced 64.43%
|
|