Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.7KNew |
$3.45M - $4.05M
|
21.7K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20.9KNew |
$3.33M - $3.91M
|
20.9K
$4.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.41K+ 42.04% |
$1.34M - $1.57M
|
28.4K
$5.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.75K+ 2.37% |
$755K - $887K
|
205K
$40M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 48.63% |
$651K - $764K
|
12.5K
$2.44M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.64K+ 293.07% |
$578K - $680K
|
4.88K
$952K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.19K+ 203.38% |
$507K - $595K
|
4.75K
$927K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.1KNew |
$492K - $578K
|
3.1K
$604K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.97K+ 4.75% |
$472K - $555K
|
65.5K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
2.43KNew |
$387K - $454K
|
2.43K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.36KNew |
$375K - $441K
|
2.36K
$460K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
2.32KNew |
$369K - $434K
|
2.32K
$453K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.31KNew |
$368K - $432K
|
2.31K
$451K
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.09KNew |
$332K - $391K
|
2.09K
$408K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.5KNew |
$238K - $280K
|
1.5K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 56.36% |
$218K - $257K
|
3.81K
$744K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.29K+ 34.42% |
$205K - $240K
|
5.03K
$981K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.05K+ 68.85% |
$167K - $196K
|
2.58K
$502K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
836+ 1.36% |
$133K - $156K
|
62.3K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
725+ 7.32% |
$115K - $135K
|
10.6K
$2.07M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
680New |
$108K - $127K
|
680
$133K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
600+ 44.44% |
$95.4K - $112K
|
1.95K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
543+ 25.17% |
$86.3K - $101K
|
2.7K
$527K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
450New |
$71.6K - $84.1K
|
450
$87.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
438+ 5.79% |
$69.6K - $81.8K
|
8.01K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
386+ 11.86% |
$61.4K - $72.1K
|
3.64K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
376+ 4.54% |
$59.8K - $70.3K
|
8.65K
$1.69M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
334+ 0.61% |
$53.1K - $62.4K
|
55.1K
$10.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
255+ 19.0% |
$40.5K - $47.6K
|
1.6K
$312K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
222+ 8.89% |
$35.3K - $41.5K
|
2.72K
$531K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
200+ 78.74% |
$31.8K - $37.4K
|
454
$88.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
154+ 0.62% |
$24.5K - $28.8K
|
24.9K
$4.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
143+ 2.81% |
$22.7K - $26.7K
|
5.23K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 2.42% |
$20.7K - $24.3K
|
5.5K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
113+ 7.23% |
$18K - $21.1K
|
1.68K
$327K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
110+ 8.95% |
$17.5K - $20.6K
|
1.34K
$261K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109New |
$17.3K - $20.4K
|
109
$21.3K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$15.9K - $18.7K
|
100
$19.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
99+ 1650.0% |
$15.7K - $18.5K
|
105
$20.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
84+ 2.33% |
$13.4K - $15.7K
|
3.69K
$720K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50New |
$7.95K - $9.34K
|
50
$9.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29New |
$4.61K - $5.42K
|
29
$5.66K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
19+ 1.64% |
$3.02K - $3.55K
|
1.18K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.61% |
$2.23K - $2.62K
|
2.32K
$452K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.91K - $2.24K
|
12
$2.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6New |
$954 - $1.12K
|
6
$1.17K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3+ 0.04% |
$477 - $561
|
8.52K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5Closed |
$795 - $934
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 1.36% |
$1.11K - $1.31K
|
509
$99.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8Closed |
$1.27K - $1.49K
|
0
$0
|