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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,423
shares
|
$447,988
0.0% of portfolio
|
Q3 2025
Reduced 71.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,421
shares
|
$447,618
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,299
shares
|
$425,062
0.8% of portfolio
|
Q1 2022
Reduced 5.43%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
2,212
shares
|
$408,976
0.12% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,189
shares
|
$404,724
0.0% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
2,144
shares
|
$396,404
0.04% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
2,049
shares
|
$378,839
0.22% of portfolio
|
Q3 2025
Added 37.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,043
shares
|
$377,730
0.03% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
1,979
shares
|
$365,897
0.07% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,972
shares
|
$364,603
0.01% of portfolio
|
Q3 2025
Reduced 51.98%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,948
shares
|
$360,165
0.1% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
1,800
shares
|
$332,802
0.2% of portfolio
|
Q2 2022
Closed
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,764
shares
|
$326,145
0.0% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,761
shares
|
$325,591
0.0% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
1,751
shares
|
$323,742
0.02% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,660
shares
|
$306,917
0.0% of portfolio
|
Q3 2025
Reduced 27.86%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,495
shares
|
$276,410
0.01% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,373
shares
|
$253,853
0.04% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,315
shares
|
$243,130
0.0% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,312
shares
|
$242,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,307
shares
|
$241,651
0.01% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
1,306
shares
|
$241,466
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,289
shares
|
$238,323
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,281
shares
|
$236,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
1,197
shares
|
$221,313
0.07% of portfolio
|
Q2 2025
New holding
|
|