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

SPDR S&P Software & Services ETF logo
$179.28 -4.59 (-2.50%)
Closing price 04:10 PM Eastern
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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%
Trump Makes Major Crypto Announcement (Ad)

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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%
Trump Makes Major Crypto Announcement (Ad)

Pay close attention to what I'm about to share… Most investors think Trump's pro-crypto policies will lift all boats equally. They're wrong. One project stands to benefit more than any other – not by accident, but seemingly by design.

Click Here to Discover our #1 crypto for the Trump Presidency Bull Run now!
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 80,377 shares in the last 24 months. This volume of shares sold represents approximately $13.65M in transactions.


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This page (NYSEARCA:XSW) was last updated on 6/13/2025 by MarketBeat.com Staff
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