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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$18,489
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$18,489
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$18,489
0.0% of portfolio
|
Q4 2024
Added 426.32%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
90
shares
|
$16,640
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
89
shares
|
$16,455
0.0% of portfolio
|
Q2 2025
Reduced 64.96%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
82
shares
|
$15,160
0.0% of portfolio
|
Q2 2025
Reduced 30.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
80
shares
|
$14,791
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
78
shares
|
$14,421
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
70
shares
|
$12,942
0.0% of portfolio
|
Q2 2025
Added 105.88%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
62
shares
|
$11,463
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
56
shares
|
$10,353
0.01% of portfolio
|
Q2 2025
Reduced 60.56%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
55
shares
|
$10,168
0.0% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
52
shares
|
$9,614
0.0% of portfolio
|
Q1 2024
Reduced 50.48%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
43
shares
|
$7,950
0.0% of portfolio
|
Q1 2025
Reduced 76.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
31
shares
|
$5,731
0.0% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
25
shares
|
$4,622
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
25
shares
|
$4,622
0.0% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
14
shares
|
$2,588
0.0% of portfolio
|
Q3 2025
Reduced 87.27%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
11
shares
|
$2,033
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
10
shares
|
$1,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3
shares
|
$554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$369
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|