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

SPDR S&P Software & Services ETF logo
$200.85 +1.34 (+0.67%)
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)
59
Total
Institutional Inflows
(last 12 months)
$66.74M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$56.82M
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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
9/4/2025Osaic Holdings Inc.6,840$1.30M0.0%+3.7%0.262%
8/26/2025Thrivent Financial for Lutherans31,977$6.07M0.0%-41.3%1.225%
8/19/2025Newbridge Financial Services Group Inc.7,586$1.44M0.2%-4.9%0.291%
8/15/2025Sherman Asset Management Inc.955$181K0.2%-24.3%0.037%
8/15/2025MML Investors Services LLC19,191$3.64M0.0%-6.9%0.735%
8/15/2025BNP Paribas Financial Markets10,000$1.90M0.0%-50.0%0.383%
8/15/2025Bank of America Corp DE386,385$73.34M0.0%-32.9%14.804%
8/15/2025Ameriprise Financial Inc.37,648$7.15M0.0%-2.5%1.442%
8/14/2025Raymond James Financial Inc.32,833$6.23M0.0%+22.3%1.258%
8/14/2025Ieq Capital LLC20,844$3.96M0.0%-1.0%0.799%
8/14/2025Qube Research & Technologies Ltd448$85K0.0%-43.9%0.017%
8/14/2025Tandem Financial LLC17,862$3.39M3.2%+238.0%0.684%
8/13/2025Quantum Portfolio Management LLC1,197$227K0.1%N/A0.046%
8/13/2025Level Four Advisory Services LLC4,107$780K0.0%-4.1%0.157%
8/12/2025JPMorgan Chase & Co.18,871$3.58M0.0%-9.5%0.723%
8/8/2025Kingsview Wealth Management LLC53,710$10.20M0.2%-21.1%2.042%
8/7/2025Amica Retiree Medical Trust235$45K0.1%-23.2%0.009%
8/7/2025Amica Mutual Insurance Co.3,024$574K0.1%-19.6%0.115%
8/6/2025Atlantic Union Bankshares Corp773$147K0.0%N/A0.029%
8/5/2025Bank of Montreal Can472$90K0.0%-21.3%0.018%
8/1/2025Envestnet Asset Management Inc.6,625$1.26M0.0%+10.2%0.252%
7/29/2025Dale Q Rice Investment Management Ltd4,607$871K0.7%-51.6%0.175%
7/29/2025Stratos Wealth Partners LTD.3,542$672K0.0%N/A0.135%
7/28/2025Essex LLC15,631$2.97M0.6%N/A0.594%
7/24/2025IFP Advisors Inc1,486$282K0.0%+6.4%0.057%
7/22/2025Beacon Financial Advisory LLC1,895$360K0.1%-33.4%0.072%
7/21/2025NTV Asset Management LLC2,723$517K0.1%-24.8%0.104%
7/18/2025McGuire Investment Group LLC67,427$12.80M1.6%+2.0%2.564%
7/17/2025Janney Montgomery Scott LLC1,338$254K0.0%N/A0.051%
7/17/2025Fifth Third Securities Inc.15,692$2.98M0.2%-3.4%0.597%
7/15/2025Harrell Investment Partners LLC3,713$705K0.2%N/A0.141%
7/15/2025Retirement 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%
5/1/2025Fifth 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%
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%
(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, 96 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 ($73.34M), LPL Financial LLC ($22.82M), McGuire Investment Group LLC ($12.80M), New Harbor Financial Group LLC ($11.83M), Kingsview Wealth Management LLC ($10.20M), Ameriprise Financial Inc. ($7.15M), and Raymond James Financial Inc. ($6.23M).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 83 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. ($59.41K), Strategic Financial Concepts LLC ($37.79K), Foundations Investment Advisors LLC ($23.61K), Baker Avenue Asset Management LP ($18.80K), and LPL Financial LLC ($17.96K).

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

Institutional investors have bought a total of 365,095 shares in the last 24 months. This purchase volume represents approximately $66.74M in transactions.

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

Of the 36 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: Bank of America Corp DE ($189.56K), Thrivent Financial for Lutherans ($22.53K), JPMorgan Chase & Co. ($19.64K), Envestnet Asset Management Inc. ($14.42K), Kingsview Wealth Management LLC ($14.33K), BNP Paribas Financial Markets ($10K), and Dale Q Rice Investment Management Ltd ($4.91K).

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

Institutional investors have sold a total of 301,099 shares in the last 24 months. This volume of shares sold represents approximately $56.82M in transactions.


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This page (NYSEARCA:XSW) was last updated on 9/29/2025 by MarketBeat.com Staff
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