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SPDR S&P Software & Services ETF (XSW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for SPDR S&P Software & Services ETF (NYSEARCA:XSW)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$41.27M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.41M
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XSW Institutional Buying and Selling by Quarter

SPDR S&P Software & Services ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Kingsview Wealth Management LLC41,306$6.44M0.2%+422.4%1.672%
5/6/2024 Leuthold Group LLC6,492$1.01M0.1%-1.2%0.263%
5/1/2024 New Harbor Financial Group LLC67,028$10.46M3.3%N/A2.714%
4/26/2024 McGuire Investment Group LLC67,971$10.60M1.5%+20.6%2.719%
4/24/2024 Newbridge Financial Services Group Inc.5,748$897K0.4%+27.3%0.230%
4/19/2024 Sivia Capital Partners LLC2,273$355K0.2%-11.7%0.091%
4/15/2024 Sunbelt Securities Inc.1,891$295K0.0%-5.7%0.076%
3/13/2024 Sivia Capital Partners LLC2,573$387K0.2%N/A0.110%
2/26/2024Centaurus Financial Inc.976$147K0.0%N/A0.042%
2/22/2024Napa Wealth Management2,610$392K0.2%N/A0.112%
2/20/2024Able Wealth Management LLC716$108K0.1%N/A0.031%
2/13/2024 Belpointe Asset Management LLC1,360$204K0.0%N/A0.058%
2/9/2024Tidemark LLC643$97K0.1%N/A0.027%
2/8/2024Level Four Advisory Services LLC12,232$1.84M0.1%+4.5%0.523%
2/8/2024 Kingsview Wealth Management LLC7,907$1.19M0.0%-40.0%0.338%
2/8/2024Foundations Investment Advisors LLC1,907$285K0.0%-90.4%0.081%
2/6/2024EdgeRock Capital LLC610$92K0.1%N/A0.026%
2/6/2024 Leuthold Group LLC6,574$988K0.1%+1.3%0.281%
2/6/2024 Merit Financial Group LLC9,791$1.47M0.0%+0.7%0.418%
2/5/2024Amica Mutual Insurance Co.15,311$2.30M0.2%N/A0.654%
2/1/2024Telemus Capital LLC3,024$455K0.0%+29.4%0.129%
2/1/2024 Powell Investment Advisors LLC330$50K0.0%N/A0.014%
1/31/2024 Western Wealth Management LLC1,386$208K0.0%N/A0.059%
1/30/2024 Quantum Private Wealth LLC3,177$478K0.2%-3.1%0.136%
1/23/2024 Beacon Financial Advisory LLC2,567$386K0.2%+23.4%0.110%
1/19/2024 Caerus Investment Advisors LLC2,090$314K0.3%N/A0.089%
1/16/2024 Raymond James Financial Services Advisors Inc.8,235$1.24M0.0%+74.8%0.352%
1/16/2024 Raymond James & Associates20,000$3.01M0.0%+141.3%0.855%
1/12/2024 McGuire Investment Group LLC56,382$8.48M1.4%+4.1%2.409%
12/6/2023Citigroup Inc.2,767$351K0.0%+14.5%0.118%
11/15/2023Ramirez Asset Management Inc.1,000$127K0.0%N/A0.043%
11/14/2023Northeast Financial Consultants Inc19,912$2.53M0.2%-9.1%0.851%
11/13/2023Stifel Financial Corp18,511$2.35M0.0%+12.9%0.791%
11/13/2023LPL Financial LLC81,453$10.34M0.0%+6.3%3.481%
11/9/2023UBS Group AG39,597$5.02M0.0%+61.7%1.692%
11/8/2023 HighTower Advisors LLC14,640$1.86M0.0%-0.5%0.626%
11/8/2023Fort Point Capital Partners LLC10,085$1.28M0.2%-1.1%0.431%
11/7/2023 Kingsview Wealth Management LLC13,183$1.67M0.1%N/A0.563%
11/7/2023 Merit Financial Group LLC9,720$1.23M0.0%+1.2%0.415%
11/6/2023 NTV Asset Management LLC5,825$739K0.1%-1.7%0.249%
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11/1/2023 Simplex Trading LLC1,440$182K0.0%N/A0.062%
11/1/2023 Money Concepts Capital Corp2,649$336K0.0%N/A0.113%
10/24/2023 Raymond James Financial Services Advisors Inc.4,710$598K0.0%+10.8%0.201%
10/24/2023 Cambridge Investment Research Advisors Inc.4,667$592K0.0%+81.2%0.199%
10/17/2023 Newbridge Financial Services Group Inc.4,096$520K0.3%+74.5%0.175%
10/12/2023IFP Advisors Inc2,463$313K0.0%-3.9%0.105%
10/12/2023 McGuire Investment Group LLC54,144$6.87M1.3%+2.3%2.314%
10/11/2023Canton Hathaway LLC423$54K0.0%-25.5%0.018%
10/5/2023Foundations Investment Advisors LLC19,908$2.53M0.1%N/A0.851%
8/14/2023Fort Point Capital Partners LLC10,195$1.36M0.2%-1.1%0.436%
8/4/2023Envestnet Asset Management Inc.11,805$1.57M0.0%+13.8%0.504%
8/2/2023 NTV Asset Management LLC5,925$790K0.1%+154.8%0.260%
8/1/2023Truist Financial Corp1,704$227K0.0%-8.7%0.075%
8/1/2023 Merit Financial Group LLC9,605$1.28M0.0%N/A0.421%
7/31/2023LPL Financial LLC76,614$10.22M0.0%+4.4%3.360%
7/31/2023 Bogart Wealth LLC11,455$1.53M0.1%+4.4%0.502%
7/27/2023B. Riley Wealth Advisors Inc.1,545$206K0.0%N/A0.068%
7/27/2023 Quantum Private Wealth LLC3,277$437K0.2%+3.1%0.144%
7/26/2023National Bank of Canada FI200$27K0.0%-33.3%0.009%
7/25/2023 Raymond James Financial Services Advisors Inc.4,250$567K0.0%+6.1%0.186%
7/25/2023 Raymond James & Associates8,274$1.10M0.0%+47.2%0.363%
7/21/2023 Newbridge Financial Services Group Inc.2,347$313K0.2%+162.2%0.103%
7/18/2023 McGuire Investment Group LLC52,913$7.06M1.3%-1.7%2.321%
7/14/2023Xponance Inc.1,674$223K0.0%-34.5%0.073%
7/13/2023 Cambridge Investment Research Advisors Inc.2,575$343K0.0%-3.2%0.113%
7/10/2023Telemus Capital LLC2,405$321K0.0%-25.1%0.105%
6/5/2023Level Four Advisory Services LLC10,996$1.35M0.1%-4.0%0.561%
5/11/2023 Kaizen Financial Strategies2,056$253K0.2%-12.6%0.105%
5/10/2023 Caerus Investment Advisors LLC2,090$257K0.3%N/A0.107%
5/10/2023LPL Financial LLC73,414$9.04M0.0%+99.1%3.746%
5/9/2023 Spire Wealth Management254$31K0.0%+185.4%0.013%
5/5/2023Truist Financial Corp1,867$230K0.0%-36.8%0.095%
5/5/2023 Retirement Income Solutions Inc1,704$210K0.1%N/A0.087%
5/4/2023 TrinityPoint Wealth LLC1,834$226K0.0%N/A0.094%
5/1/2023 Money Concepts Capital Corp36,643$413K0.0%+1,668.5%1.870%
4/21/2023 Bogart Wealth LLC10,971$1.35M0.1%+6.1%0.593%
4/20/2023 McGuire Investment Group LLC53,831$6.63M1.3%-1.9%2.910%
4/19/2023 Quantum Private Wealth LLC3,177$391K0.2%+18.2%0.172%
4/18/2023 Beacon Financial Advisory LLC2,079$256K0.2%N/A0.112%
4/18/2023 Leuthold Group LLC6,433$792K0.1%N/A0.348%
4/18/2023IFP Advisors Inc2,564$209K0.0%-4.7%0.139%
4/18/2023 Newbridge Financial Services Group Inc.895$110K0.1%+12.3%0.048%
4/18/2023Xponance Inc.2,554$314K0.0%-10.1%0.138%
4/14/2023 Raymond James Financial Services Advisors Inc.4,004$493K0.0%-3.5%0.216%
4/14/2023 Raymond James & Associates5,620$692K0.0%+7.2%0.304%
4/13/2023 Householder Group Estate & Retirement Specialist LLC4,656$573K0.2%N/A0.252%
4/11/2023Telemus Capital LLC3,210$395K0.0%-56.7%0.174%
4/5/2023 Empowered Funds LLC33,948$4.18M0.2%N/A1.835%
2/15/2023Fort Point Capital Partners LLC10,218$1.11M0.2%-3.2%0.552%
2/13/2023Northeast Financial Consultants Inc21,895$2.38M0.2%+319.0%1.184%
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2/9/2023 HighTower Advisors LLC15,015$1.63M0.0%-6.2%0.812%
2/8/2023 Raymond James Financial Services Advisors Inc.4,150$451K0.0%+50.5%0.224%
2/8/2023 NTV Asset Management LLC2,325$253K0.0%-4.1%0.126%
2/8/2023UBS Group AG30,451$3.31M0.0%-12.4%1.646%
2/7/2023Commonwealth Equity Services LLC2,045$222K0.0%-14.8%0.111%
2/7/2023 Benjamin F. Edwards & Company Inc.419$46K0.0%-53.9%0.023%
2/7/2023LPL Financial LLC36,878$4.01M0.0%-11.4%1.993%
2/7/2023IFP Advisors Inc2,690$217K0.0%-11.2%0.145%
2/7/2023Envestnet Asset Management Inc.9,538$1.04M0.0%-3.8%0.516%
2/6/2023 Bogart Wealth LLC10,343$1.13M0.1%+8.1%0.559%
(Data available from 1/1/2016 forward)

XSW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSW shares?

During the previous two years, 66 institutional investors and hedge funds held shares of SPDR S&P Software & Services ETF. The most heavily invested institutionals were McGuire Investment Group LLC ($10.60M), New Harbor Financial Group LLC ($10.46M), LPL Financial LLC ($10.34M), Kingsview Wealth Management LLC ($6.44M), UBS Group AG ($5.02M), Empowered Funds LLC ($4.18M), and Raymond James & Associates ($3.01M).Learn more on XSW's institutional investors.

Which institutional investors have been buying SPDR S&P Software & Services ETF stock?

Of the 47 institutional investors that purchased SPDR S&P Software & Services ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New Harbor Financial Group LLC ($67.03K), Kingsview Wealth Management LLC ($46.58K), LPL Financial LLC ($44.58K), Money Concepts Capital Corp ($37.22K), Empowered Funds LLC ($33.95K), Foundations Investment Advisors LLC ($19.91K), and UBS Group AG ($17.17K).

How much institutional buying is happening at SPDR S&P Software & Services ETF?

Institutional investors have bought a total of 417,104 shares in the last 24 months. This purchase volume represents approximately $56.37M in transactions.

Which SPDR S&P Software & Services ETF major shareholders have been selling company stock?

Of the 38 institutional investors that sold SPDR S&P Software & Services ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Foundations Investment Advisors LLC ($18.00K), Telemus Capital LLC ($14.81K), Level Four Advisory Services LLC ($13.64K), OLD Mission Capital LLC ($9.59K), UBS Group AG ($5.70K), Kingsview Wealth Management LLC ($5.28K), and HighTower Advisors LLC ($4.84K).

How much institutional selling is happening at SPDR S&P Software & Services ETF?

Institutional investors have sold a total of 107,531 shares in the last 24 months. This volume of shares sold represents approximately $13.20M in transactions.


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This page (NYSEARCA:XSW) was last updated on 5/10/2024 by MarketBeat.com Staff

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