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

SPDR S&P Software & Services ETF logo
$167.81 +3.30 (+2.01%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$168.32 +0.51 (+0.31%)
As of 05/2/2025 04:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
46
Total
Institutional Inflows
(last 12 months)
$58.87M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$9.05M
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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
5/2/2025Kingsview 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%
4/29/2025 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%
2/17/2025Northeast 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%
2/13/2025 Envestnet 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%
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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%
2/5/2025 Sherman 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%
1/31/2025 NTV Asset Management LLC4,023$760K0.1%-5.9%0.163%
1/31/2025Retirement Income Solutions Inc1,859$351K0.1%+9.1%0.075%
1/30/2025 JNBA Financial Advisors200$38K0.0%N/A0.008%
1/30/2025 Strategic Financial Concepts LLC18,896$3.57M0.1%N/A0.765%
1/28/2025Newbridge 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%
1/28/2025 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%
1/22/2025Foundations 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%
1/13/2025 Dale 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%
10/29/2024 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%
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%
8/8/2024 Envestnet 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%
7/24/2024 EdgeRock Capital LLC610$92K0.1%N/A0.025%
7/19/2024Raymond James & Associates21,240$3.21M0.0%+1.0%0.860%
7/15/2024 Fifth Third Securities Inc.18,623$2.81M0.3%+100.7%0.754%
7/9/2024 Kingswood Wealth Advisors LLC2,684$406K0.0%N/A0.109%
5/15/2024Beck Capital Management LLC14,033$2.19M0.6%+1.7%0.568%
5/9/2024Kingsview Wealth Management LLC41,306$6.44M0.2%+422.4%1.672%
5/6/2024Leuthold Group LLC6,492$1.01M0.1%-1.2%0.263%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
5/1/2024New Harbor Financial Group LLC67,028$10.46M3.3%N/A2.714%
4/26/2024 McGuire Investment Group LLC67,971$10.60M1.5%+20.6%2.719%
4/24/2024Newbridge Financial Services Group Inc.5,748$897K0.4%+27.3%0.230%
4/19/2024 Sivia Capital Partners LLC2,273$355K0.2%-11.7%0.091%
4/15/2024 Sunbelt Securities Inc.1,891$295K0.0%-5.7%0.076%
3/13/2024 Sivia Capital Partners LLC2,573$387K0.2%N/A0.110%
2/26/2024Centaurus Financial Inc.976$147K0.0%N/A0.042%
2/22/2024Napa Wealth Management2,610$392K0.2%N/A0.112%
2/20/2024 Able Wealth Management LLC716$108K0.1%N/A0.031%
2/13/2024Belpointe Asset Management LLC1,360$204K0.0%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, 83 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 ($25.16M), 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 71 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. ($53.15K), LPL Financial LLC ($48.12K), Strategic Financial Concepts LLC ($37.79K), Foundations Investment Advisors LLC ($23.61K), and Wells Fargo & Company MN ($15.34K).

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

Institutional investors have bought a total of 587,620 shares in the last 24 months. This purchase volume represents approximately $95.39M in transactions.

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

Of the 36 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 ($18.00K), 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 Fifth Third Securities Inc. ($2.57K).

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

Institutional investors have sold a total of 80,431 shares in the last 24 months. This volume of shares sold represents approximately $13.59M in transactions.


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This page (NYSEARCA:XSW) was last updated on 5/3/2025 by MarketBeat.com Staff
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