Free Trial
→ Top Picks for Trump’s Pro-Crypto America (From Crypto 101 Media) (Ad) Free XSW Stock Alerts

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

SPDR S&P Software & Services ETF logo
$195.67 +3.97 (+2.07%)
As of 07/3/2025 05:00 PM Eastern
Compare

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
Get XSW Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Software & Services ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XSW Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2025Fifth Third Securities Inc.16,239$2.60M0.2%+6.4%0.582%
4/30/2025NTV Asset Management LLC3,623$579K0.1%-9.9%0.130%
4/29/2025Envestnet Asset Management Inc.6,013$961K0.0%-26.6%0.216%
4/25/2025McGuire Investment Group LLC66,129$10.57M1.6%+0.3%2.370%
4/24/2025Money Concepts Capital Corp1,977$316K0.0%-3.4%0.071%
4/24/2025Beacon 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%
4/21/2025Kingswood Wealth Advisors LLC2,795$447K0.0%+17.1%0.100%
4/16/2025RMR Wealth Builders2,153$344K0.0%N/A0.075%
4/14/2025Sherman Asset Management Inc.1,262$202K0.2%+42.1%0.044%
4/10/2025Thurston Springer Miller Herd & Titak Inc.2,914$466K0.1%N/A0.102%
4/9/2025Merit Financial Group LLC8,917$1.43M0.0%-13.8%0.311%
4/9/2025Kaizen Financial Strategies2,760$441K0.3%N/A0.096%
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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
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%
2/12/2025Grant 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%
2/10/2025Farther 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%
2/4/2025IFP Advisors Inc1,397$264K0.0%-22.7%0.057%
2/4/2025J. W. Coons Advisors LLC6,495$1.23M0.3%-3.3%0.263%
1/31/2025NTV Asset Management LLC4,023$760K0.1%-5.9%0.163%
1/31/2025Retirement Income Solutions Inc1,859$351K0.1%+9.1%0.075%
1/30/2025JNBA 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%
1/23/2025Fifth Third Securities Inc.15,257$2.88M0.2%-14.4%0.618%
1/22/2025Foundations Investment Advisors LLC3,704$700K0.0%N/A0.150%
1/22/2025Kingswood Wealth Advisors LLC2,387$451K0.0%-11.1%0.097%
1/15/2025Merit 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%
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%
10/29/2024Farther 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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
10/11/2024ORG Partners LLC165$27K0.0%N/A0.007%
10/10/2024McGuire Investment Group LLC65,899$10.59M1.5%-3.5%2.668%
9/11/2024Newbridge 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%
8/14/2024Beck Capital Management LLC13,779$2.08M0.6%-1.8%0.558%
8/12/2024Carolinas Wealth Consulting LLC631$95K0.0%+19.1%0.026%
8/8/2024Envestnet Asset Management Inc.21,270$3.21M0.0%+25.1%0.861%
8/2/2024New Harbor Financial Group LLC69,434$10.49M3.2%+3.6%2.811%
7/31/2024J. W. Coons Advisors LLC6,625$1.00M0.2%+15.3%0.268%
7/29/2024Arkadios 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 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 78 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 343,625 shares in the last 24 months. This purchase volume represents approximately $61.67M in transactions.

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

Of the 25 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. ($2.57K), McGuire Investment Group LLC ($2.39K), Merit Financial Group LLC ($1.58K), and D. E. Shaw & Co. Inc. ($1.15K).

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

Institutional investors have sold a total of 50,920 shares in the last 24 months. This volume of shares sold represents approximately $9.33M in transactions.


Related Companies

This page (NYSEARCA:XSW) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored