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 125 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 $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,168
shares
|
$215,951
0.02% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,143
shares
|
$211,329
0.0% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,122
shares
|
$207,446
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$184,890
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
773
shares
|
$142,919
0.01% of portfolio
|
Q1 2024
Reduced 18.46%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
715
shares
|
$132,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
700
shares
|
$129,422
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
673
shares
|
$124,430
0.0% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
604
shares
|
$111,673
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
592
shares
|
$109,454
0.0% of portfolio
|
Q2 2025
Added 59100.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
496
shares
|
$91,705
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
472
shares
|
$87,268
0.0% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
423
shares
|
$78,208
0.02% of portfolio
|
Q3 2023
Reduced 25.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
339
shares
|
$62,677
0.0% of portfolio
|
Q3 2025
Added 239.0%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
271
shares
|
$50,105
0.05% of portfolio
|
Q3 2025
Reduced 71.62%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
243
shares
|
$44,928
0.0% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
235
shares
|
$43,449
0.06% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
210
shares
|
$38,826
0.0% of portfolio
|
Q3 2022
Added 35.48%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$36,978
0.0% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
180
shares
|
$33,280
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
157
shares
|
$29,027
0.0% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
151
shares
|
$27,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
125
shares
|
$23,111
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
120
shares
|
$22,186
0.01% of portfolio
|
Q1 2025
Reduced 37.82%
|
|