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

SPDR S&P Software & Services ETF logo
$178.06 -1.84 (-1.02%)
Closing price 04:10 PM Eastern
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$177.62 -0.44 (-0.25%)
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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)
55
Total
Institutional Inflows
(last 12 months)
$61.67M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$9.33M
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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
5/16/2025 Northeast Financial Consultants Inc19,089$3.05M0.1%-3.7%0.710%
5/16/2025 Goldman Sachs Group Inc.10,297$1.65M0.0%+3.0%0.383%
5/16/2025 Jones Financial Companies Lllp9,781$1.56M0.0%+489.2%0.364%
5/15/2025 Royal Bank of Canada2,881$461K0.0%+11.8%0.107%
5/14/2025 Ieq Capital LLC21,044$3.36M0.0%+1.3%0.782%
5/14/2025 Walleye Capital LLC2,006$321K0.0%N/A0.075%
5/14/2025 SVB Wealth LLC252$40K0.0%N/A0.009%
5/14/2025 Hsbc Holdings PLC7,000$1.11M0.0%N/A0.260%
5/13/2025 Raymond James Financial Inc.26,838$4.29M0.0%+1.0%0.998%
5/13/2025 Kovitz Investment Group Partners LLC2,549$407K0.0%-2.8%0.095%
5/13/2025 Ground Swell Capital LLC2,115$338K0.7%N/A0.076%
5/8/2025 Baker Avenue Asset Management LP18,800$3.01M0.1%N/A0.674%
5/8/2025 Arkadios Wealth Advisors1,590$254K0.0%+17.2%0.057%
5/7/2025 Foundations Investment Advisors LLC2,723$435K0.0%-26.5%0.098%
5/7/2025 LPL Financial LLC142,719$22.82M0.0%+7.2%5.115%
5/6/2025 Cetera Investment Advisers2,158$345K0.0%+69.8%0.077%
5/6/2025 J. W. Coons Advisors LLC6,695$1.07M0.3%+3.1%0.240%
5/2/2025 Kingsview 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%
4/29/2025 Envestnet 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%
4/24/2025 Money Concepts Capital Corp1,977$316K0.0%-3.4%0.071%
4/24/2025 Beacon Financial Advisory LLC2,846$455K0.1%+5.6%0.102%
4/22/2025 Cambridge Investment Research Advisors Inc.2,206$353K0.0%+4.8%0.079%
4/22/2025 Dale 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%
4/14/2025 Sherman 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%
4/9/2025 Kaizen Financial Strategies2,760$441K0.3%N/A0.096%
2/18/2025 Sunbelt Securities Inc.1,767$337K0.0%-6.6%0.072%
2/17/2025TrinityPoint Wealth LLC1,373$259K0.0%-6.3%0.056%
2/17/2025 Northeast Financial Consultants Inc19,823$3.75M0.2%-0.5%0.803%
2/17/2025 D. E. Shaw & Co. Inc.1,289$244K0.0%-47.1%0.052%
2/17/2025 Bank of America Corp DE433,666$81.95M0.0%+3.3%17.557%
2/17/2025 BNP Paribas Financial Markets10,000$1.89M0.0%N/A0.405%
2/17/2025 Ameriprise Financial Inc.6,636$1.25M0.0%+1.6%0.269%
2/14/2025 Pennington Partners & CO. LLC1,312$248K0.1%N/A0.053%
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2/14/2025 Two Sigma Securities LLC5,760$1.09M0.1%N/A0.233%
2/14/2025 Kovitz Investment Group Partners LLC2,623$496K0.0%+2.1%0.106%
2/14/2025 Beck Capital Management LLC19,677$3.72M1.0%+49.4%0.797%
2/14/2025 Stifel Financial Corp24,459$4.62M0.0%+6.3%0.990%
2/14/2025 MML Investors Services LLC18,588$3.51M0.0%+19.0%0.753%
2/13/2025 Raymond James Financial Inc.26,575$5.02M0.0%N/A1.076%
2/13/2025 Advisory Services Network LLC1,065$201K0.0%N/A0.043%
2/13/2025 Bank of Montreal Can600$113K0.0%+219.1%0.024%
2/13/2025 Envestnet Asset Management Inc.8,193$1.55M0.0%-59.9%0.332%
2/13/2025 Wells 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%
2/12/2025 Level Four Advisory Services LLC6,376$1.21M0.0%-2.2%0.258%
2/12/2025 Amica Retiree Medical Trust477$90K0.1%-49.1%0.019%
2/12/2025 Amica Mutual Insurance Co.4,143$783K0.1%-48.4%0.168%
2/12/2025 JPMorgan Chase & Co.22,904$4.33M0.0%-43.6%0.927%
2/11/2025 LPL Financial LLC133,148$25.16M0.0%+2.7%5.391%
2/11/2025 Kiker Wealth Management LLC142$27K0.0%N/A0.006%
2/10/2025 Commonwealth Equity Services LLC1,269$240K0.0%N/A0.051%
2/10/2025 Farther Finance Advisors LLC175$33K0.0%-46.2%0.007%
2/7/2025 HighTower Advisors LLC13,780$2.60M0.0%-3.0%0.558%
2/6/2025 Raymond James Financial Inc.26,575$5.02M0.0%N/A1.076%
2/6/2025 Jones Financial Companies Lllp1,660$314K0.0%+564.0%0.067%
2/5/2025 Sherman Asset Management Inc.888$168K0.2%N/A0.036%
2/4/2025 IFP Advisors Inc1,397$264K0.0%-22.7%0.057%
2/4/2025 J. 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%
1/30/2025 Strategic Financial Concepts LLC18,896$3.57M0.1%N/A0.765%
1/28/2025 Newbridge Financial Services Group Inc.7,718$1.46M0.4%-1.7%0.312%
1/28/2025 Kingsview Wealth Management LLC60,107$11.36M0.2%N/A2.433%
1/28/2025 Tandem Financial LLC5,309$1.00M1.1%N/A0.215%
1/28/2025 Strategic Financial Concepts LLC18,896$3.57M0.0%N/A0.765%
1/27/2025 Money 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%
1/22/2025 Foundations 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%
1/13/2025 Dale Q Rice Investment Management Ltd8,741$1.65M0.7%N/A0.354%
11/15/2024 MML Investors Services LLC15,623$2.51M0.0%-3.4%0.633%
11/15/2024 Jane Street Group LLC5,012$805K0.0%N/A0.203%
11/15/2024 Kovitz Investment Group Partners LLC2,570$413K0.0%-9.0%0.104%
11/15/2024 Stifel Financial Corp23,000$3.70M0.0%+0.8%0.931%
11/15/2024 HighTower Advisors LLC14,205$2.28M0.0%-1.1%0.575%
11/15/2024 Beck Capital Management LLC13,167$2.12M0.6%-4.4%0.533%
11/7/2024 J. W. Coons Advisors LLC6,715$1.08M0.3%+1.4%0.272%
11/1/2024 Quantum 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%
10/16/2024 New Harbor Financial Group LLC73,613$11.83M3.0%+6.0%2.980%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
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%
9/11/2024 Newbridge Financial Services Group Inc.7,927$1.20M0.4%+37.9%0.321%
8/19/2024B. Riley Wealth Advisors Inc.1,557$235K0.0%N/A0.063%
8/14/2024 Beck Capital Management LLC13,779$2.08M0.6%-1.8%0.558%
8/12/2024Carolinas Wealth Consulting LLC631$95K0.0%+19.1%0.026%
8/8/2024 Envestnet Asset Management Inc.21,270$3.21M0.0%+25.1%0.861%
8/2/2024 New Harbor Financial Group LLC69,434$10.49M3.2%+3.6%2.811%
7/31/2024 J. W. Coons Advisors LLC6,625$1.00M0.2%+15.3%0.268%
7/29/2024 Arkadios Wealth Advisors1,423$215K0.0%N/A0.058%
(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, 91 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), New Harbor Financial Group LLC ($11.83M), Kingsview Wealth Management LLC ($10.88M), McGuire Investment Group LLC ($10.57M), Wells Fargo & Company MN ($5.12M), and UBS Group AG ($5.02M).Learn more on XSW's institutional investors.

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

Of the 78 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: 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 595,607 shares in the last 24 months. This purchase volume represents approximately $98.23M in transactions.

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

Of the 35 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 ($18.98K), JPMorgan Chase & Co. ($17.67K), Envestnet Asset Management Inc. ($14.42K), Kingsview Wealth Management LLC ($5.28K), Amica Mutual Insurance Co. ($3.89K), McGuire Investment Group LLC ($3.31K), and Northeast Financial Consultants Inc ($2.82K).

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

Institutional investors have sold a total of 80,839 shares in the last 24 months. This volume of shares sold represents approximately $13.70M in transactions.


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This page (NYSEARCA:XSW) was last updated on 5/23/2025 by MarketBeat.com Staff
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