Purchases and Sales Made in Q2 2025 in Spdr S&P Software & Services E (XSW)
This table provides information about the institutional ownership of Spdr S&P Software & Services E (XSW) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR S&P SOFTWARE & SERVICES E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 18.87% |
$2.61M - $3.5M
|
116K
$21.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
15.6KNew |
$2.21M - $2.97M
|
15.6K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.2K+ 53.57% |
$2.15M - $2.88M
|
43.5K
$8.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.6K+ 238.04% |
$1.78M - $2.39M
|
17.9K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6K+ 22.34% |
$849K - $1.14M
|
32.8K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.26K+ 51.11% |
$746K - $999K
|
15.6K
$2.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.81K+ 227.75% |
$681K - $913K
|
6.92K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.71KNew |
$526K - $705K
|
3.71K
$686K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.54KNew |
$502K - $672K
|
3.54K
$655K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.15K+ 85.47% |
$446K - $598K
|
6.84K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.98K+ 4.67% |
$280K - $375K
|
44.3K
$8.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.49KNew |
$211K - $283K
|
1.49K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.34KNew |
$190K - $254K
|
1.34K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.3K+ 1.96% |
$184K - $246K
|
67.4K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$170K - $227K
|
1.2K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.17KNew |
$165K - $222K
|
1.17K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 37.11% |
$152K - $203K
|
3.96K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
908+ 31.52% |
$129K - $172K
|
3.79K
$701K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
908+ 31.52% |
$129K - $172K
|
3.79K
$701K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
773New |
$109K - $147K
|
773
$143K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
612+ 10.18% |
$86.7K - $116K
|
6.63K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
604New |
$85.6K - $115K
|
604
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
591+ 59100.0% |
$83.7K - $112K
|
592
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
364+ 8.07% |
$51.6K - $69.1K
|
4.87K
$901K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
120+ 6.46% |
$17K - $22.8K
|
1.98K
$366K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95+ 4.31% |
$13.5K - $18K
|
2.3K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 6.37% |
$12.6K - $16.9K
|
1.49K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
80New |
$11.3K - $15.2K
|
80
$14.8K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36+ 105.88% |
$5.1K - $6.83K
|
70
$12.9K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
35+ 0.52% |
$4.96K - $6.64K
|
6.73K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 83.78% |
$4.39K - $5.88K
|
68
$12.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 3.17% |
$283 - $380
|
65
$12K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 1.3% |
$142 - $190
|
78
$14.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-9- 0.42% |
$1.27K - $1.71K
|
2.14K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10- 3.64% |
$1.42K - $1.9K
|
265
$49K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12- 0.43% |
$1.7K - $2.28K
|
2.78K
$515K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19- 0.88% |
$2.69K - $3.61K
|
2.14K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-36- 30.51% |
$5.1K - $6.83K
|
82
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40- 3.18% |
$5.67K - $7.59K
|
1.22K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-71- 23.2% |
$10.1K - $13.5K
|
235
$43.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-86- 60.56% |
$12.2K - $16.3K
|
56
$10.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 78.26% |
$12.7K - $17.1K
|
25
$4.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-115- 1.34% |
$16.3K - $21.8K
|
8.48K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-119- 0.87% |
$16.9K - $22.6K
|
13.6K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-128- 21.33% |
$18.1K - $24.3K
|
472
$87.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-144- 7.28% |
$20.4K - $27.3K
|
1.83K
$339K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-165- 64.96% |
$23.4K - $31.3K
|
89
$16.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-174- 4.06% |
$24.6K - $33K
|
4.11K
$759K
|
|