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

SPDR S&P Software & Services ETF logo
$193.28 0.00 (0.00%)
Closing price 04:10 PM Eastern
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$193.72 +0.44 (+0.23%)
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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)
57
Total
Institutional Inflows
(last 12 months)
$60.97M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$9.78M
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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
7/24/2025 IFP Advisors Inc1,486$282K0.0%+6.4%0.057%
7/22/2025 Beacon Financial Advisory LLC1,895$360K0.1%-33.4%0.072%
7/21/2025 NTV Asset Management LLC2,723$517K0.1%-24.8%0.104%
7/18/2025 McGuire Investment Group LLC67,427$12.80M1.6%+2.0%2.564%
7/17/2025 Janney Montgomery Scott LLC1,338$254K0.0%N/A0.051%
7/17/2025 Fifth Third Securities Inc.15,692$2.98M0.2%-3.4%0.597%
7/15/2025 Harrell Investment Partners LLC3,713$705K0.2%N/A0.141%
7/15/2025 Retirement Income Solutions Inc1,979$376K0.1%+6.5%0.075%
5/16/2025Northeast Financial Consultants Inc19,089$3.05M0.1%-3.7%0.710%
5/16/2025Goldman Sachs Group Inc.10,297$1.65M0.0%+3.0%0.390%
5/16/2025Jones Financial Companies Lllp9,781$1.56M0.0%+489.2%0.364%
5/15/2025Royal Bank of Canada2,881$461K0.0%+11.8%0.107%
5/14/2025Ieq Capital LLC21,044$3.36M0.0%+1.3%0.782%
5/14/2025Walleye Capital LLC2,006$321K0.0%N/A0.075%
5/14/2025SVB Wealth LLC252$40K0.0%N/A0.009%
5/14/2025Hsbc Holdings PLC7,000$1.11M0.0%N/A0.260%
5/13/2025Raymond James Financial Inc.26,838$4.29M0.0%+1.0%0.998%
5/13/2025Kovitz Investment Group Partners LLC2,549$407K0.0%-2.8%0.095%
5/13/2025Ground Swell Capital LLC2,115$338K0.7%N/A0.076%
5/8/2025Baker Avenue Asset Management LP18,800$3.01M0.1%N/A0.674%
5/8/2025Arkadios Wealth Advisors1,590$254K0.0%+17.2%0.057%
5/7/2025Foundations Investment Advisors LLC2,723$435K0.0%-26.5%0.098%
5/7/2025LPL Financial LLC142,719$22.82M0.0%+7.2%5.115%
5/6/2025Cetera Investment Advisers2,158$345K0.0%+69.8%0.077%
5/6/2025J. W. Coons Advisors LLC6,695$1.07M0.3%+3.1%0.240%
5/2/2025Kingsview Wealth Management LLC68,040$10.88M0.2%+13.2%2.439%
5/1/2025 Fifth Third Securities Inc.16,239$2.60M0.2%+6.4%0.582%
4/30/2025 NTV Asset Management LLC3,623$579K0.1%-9.9%0.130%
4/29/2025Envestnet Asset Management Inc.6,013$961K0.0%-26.6%0.216%
4/25/2025 McGuire Investment Group LLC66,129$10.57M1.6%+0.3%2.370%
4/24/2025Money Concepts Capital Corp1,977$316K0.0%-3.4%0.071%
4/24/2025 Beacon Financial Advisory LLC2,846$455K0.1%+5.6%0.102%
4/22/2025Cambridge Investment Research Advisors Inc.2,206$353K0.0%+4.8%0.079%
4/22/2025Dale Q Rice Investment Management Ltd9,519$1.52M0.8%+8.9%0.341%
4/21/2025 Kingswood Wealth Advisors LLC2,795$447K0.0%+17.1%0.100%
4/16/2025 RMR Wealth Builders2,153$344K0.0%N/A0.075%
4/14/2025Sherman Asset Management Inc.1,262$202K0.2%+42.1%0.044%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,914$466K0.1%N/A0.102%
4/9/2025 Merit Financial Group LLC8,917$1.43M0.0%-13.8%0.311%
4/9/2025Kaizen Financial Strategies2,760$441K0.3%N/A0.096%
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2/18/2025Sunbelt Securities Inc.1,767$337K0.0%-6.6%0.072%
2/17/2025TrinityPoint Wealth LLC1,373$259K0.0%-6.3%0.056%
2/17/2025Northeast Financial Consultants Inc19,823$3.75M0.2%-0.5%0.803%
2/17/2025D. E. Shaw & Co. Inc.1,289$244K0.0%-47.1%0.052%
2/17/2025Bank of America Corp DE433,666$81.95M0.0%+3.3%17.557%
2/17/2025BNP Paribas Financial Markets10,000$1.89M0.0%N/A0.405%
2/17/2025Ameriprise Financial Inc.6,636$1.25M0.0%+1.6%0.269%
2/14/2025Pennington Partners & CO. LLC1,312$248K0.1%N/A0.053%
2/14/2025Two Sigma Securities LLC5,760$1.09M0.1%N/A0.233%
2/14/2025Kovitz Investment Group Partners LLC2,623$496K0.0%+2.1%0.106%
2/14/2025Beck Capital Management LLC19,677$3.72M1.0%+49.4%0.797%
2/14/2025Stifel Financial Corp24,459$4.62M0.0%+6.3%0.990%
2/14/2025MML Investors Services LLC18,588$3.51M0.0%+19.0%0.753%
2/13/2025Raymond James Financial Inc.26,575$5.02M0.0%N/A1.076%
2/13/2025Advisory Services Network LLC1,065$201K0.0%N/A0.043%
2/13/2025Bank of Montreal Can600$113K0.0%+219.1%0.024%
2/13/2025Envestnet Asset Management Inc.8,193$1.55M0.0%-59.9%0.332%
2/13/2025Wells Fargo & Company MN27,082$5.12M0.0%+130.5%1.096%
2/12/2025 Grant Private Wealth Management Inc3,701$699K0.8%N/A0.150%
2/12/2025Level Four Advisory Services LLC6,376$1.21M0.0%-2.2%0.258%
2/12/2025Amica Retiree Medical Trust477$90K0.1%-49.1%0.019%
2/12/2025Amica Mutual Insurance Co.4,143$783K0.1%-48.4%0.168%
2/12/2025JPMorgan Chase & Co.22,904$4.33M0.0%-43.6%0.927%
2/11/2025LPL Financial LLC133,148$25.16M0.0%+2.7%5.391%
2/11/2025Kiker Wealth Management LLC142$27K0.0%N/A0.006%
2/10/2025Commonwealth Equity Services LLC1,269$240K0.0%N/A0.051%
2/10/2025 Farther Finance Advisors LLC175$33K0.0%-46.2%0.007%
2/7/2025HighTower Advisors LLC13,780$2.60M0.0%-3.0%0.558%
2/6/2025Raymond James Financial Inc.26,575$5.02M0.0%N/A1.076%
2/6/2025Jones Financial Companies Lllp1,660$314K0.0%+564.0%0.067%
2/5/2025Sherman Asset Management Inc.888$168K0.2%N/A0.036%
2/4/2025 IFP Advisors Inc1,397$264K0.0%-22.7%0.057%
2/4/2025J. W. Coons Advisors LLC6,495$1.23M0.3%-3.3%0.263%
1/31/2025 NTV Asset Management LLC4,023$760K0.1%-5.9%0.163%
1/31/2025 Retirement Income Solutions Inc1,859$351K0.1%+9.1%0.075%
1/30/2025 JNBA Financial Advisors200$38K0.0%N/A0.008%
1/30/2025Strategic Financial Concepts LLC18,896$3.57M0.1%N/A0.765%
1/28/2025Newbridge Financial Services Group Inc.7,718$1.46M0.4%-1.7%0.312%
1/28/2025Kingsview Wealth Management LLC60,107$11.36M0.2%N/A2.433%
1/28/2025Tandem Financial LLC5,309$1.00M1.1%N/A0.215%
1/28/2025Strategic Financial Concepts LLC18,896$3.57M0.0%N/A0.765%
1/27/2025Money Concepts Capital Corp2,047$387K0.0%-10.1%0.083%
1/23/2025 Fifth Third Securities Inc.15,257$2.88M0.2%-14.4%0.618%
1/22/2025Foundations Investment Advisors LLC3,704$700K0.0%N/A0.150%
1/22/2025 Kingswood Wealth Advisors LLC2,387$451K0.0%-11.1%0.097%
1/15/2025 Merit Financial Group LLC10,340$1.95M0.0%-1.5%0.419%
1/13/2025Dale Q Rice Investment Management Ltd8,741$1.65M0.7%N/A0.354%
11/15/2024MML Investors Services LLC15,623$2.51M0.0%-3.4%0.633%
11/15/2024Jane Street Group LLC5,012$805K0.0%N/A0.203%
11/15/2024Kovitz Investment Group Partners LLC2,570$413K0.0%-9.0%0.104%
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11/15/2024Stifel Financial Corp23,000$3.70M0.0%+0.8%0.931%
11/15/2024HighTower Advisors LLC14,205$2.28M0.0%-1.1%0.575%
11/15/2024Beck Capital Management LLC13,167$2.12M0.6%-4.4%0.533%
11/7/2024J. W. Coons Advisors LLC6,715$1.08M0.3%+1.4%0.272%
11/1/2024Quantum Private Wealth LLC3,053$491K0.2%-3.9%0.124%
10/29/2024 Farther Finance Advisors LLC325$52K0.0%+64.1%0.013%
10/18/2024Raymond James & Associates21,372$3.43M0.0%+0.6%0.865%
10/16/2024New Harbor Financial Group LLC73,613$11.83M3.0%+6.0%2.980%
10/11/2024 ORG Partners LLC165$27K0.0%N/A0.007%
10/10/2024 McGuire Investment Group LLC65,899$10.59M1.5%-3.5%2.668%
(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, 92 institutional investors and hedge funds held shares of SPDR S&P Software & Services ETF. The most heavily invested institutionals were Bank of America Corp DE ($81.95M), LPL Financial LLC ($22.82M), McGuire Investment Group LLC ($12.80M), New Harbor Financial Group LLC ($11.83M), Kingsview Wealth Management LLC ($10.88M), Wells Fargo & Company MN ($5.12M), and UBS Group AG ($5.02M).Learn more on SPDR S&P Software & Services ETF's institutional investors.

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

Of the 81 institutional investors that purchased SPDR S&P Software & Services ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingsview Wealth Management LLC ($114.62K), New Harbor Financial Group LLC ($73.61K), Raymond James Financial Inc. ($53.41K), Strategic Financial Concepts LLC ($37.79K), Foundations Investment Advisors LLC ($23.61K), LPL Financial LLC ($21.16K), and Baker Avenue Asset Management LP ($18.80K).

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

Institutional investors have bought a total of 337,330 shares in the last 24 months. This purchase volume represents approximately $60.97M in transactions.

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

Of the 26 institutional investors that sold SPDR S&P Software & Services ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($17.67K), Envestnet Asset Management Inc. ($14.42K), Amica Mutual Insurance Co. ($3.89K), Fifth Third Securities Inc. ($3.12K), McGuire Investment Group LLC ($2.39K), Merit Financial Group LLC ($1.58K), and NTV Asset Management LLC ($1.55K).

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

Institutional investors have sold a total of 53,318 shares in the last 24 months. This volume of shares sold represents approximately $9.78M in transactions.


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This page (NYSEARCA:XSW) was last updated on 7/25/2025 by MarketBeat.com Staff
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