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 124 institutions that hold shares in the stock, with a total of 1.33 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
2,212
shares
|
$358,852
0.17% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,195
shares
|
$356,094
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
2,153
shares
|
$349,281
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,112
shares
|
$342,629
0.0% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,105
shares
|
$341,494
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,047
shares
|
$332,084
0.03% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,859
shares
|
$301,585
0.07% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,800
shares
|
$292,014
0.21% of portfolio
|
Q2 2022
Closed
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,767
shares
|
$286,660
0.03% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,660
shares
|
$269,301
0.0% of portfolio
|
Q4 2024
Added 564.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,590
shares
|
$257,945
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,397
shares
|
$226,635
0.01% of portfolio
|
Q4 2024
Reduced 22.69%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$222,741
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,357
shares
|
$220,146
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
1,312
shares
|
$212,845
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
1,292
shares
|
$209,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,289
shares
|
$209,114
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,271
shares
|
$206,194
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$205,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,262
shares
|
$204,734
0.19% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,212
shares
|
$196,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,194
shares
|
$193,702
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
1,065
shares
|
$172,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$162,230
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
780
shares
|
$126,539
0.03% of portfolio
|
Q4 2024
Added 3.31%
|