Free Trial
→ Federal Reserve Reveals Disturbing New Plan To Control Your Money (From Weiss Ratings) (Ad)tc pixel Free XSW Stock Alerts

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

SPDR S&P Software & Services ETF logo
$197.32 -6.10 (-3.00%)
As of 01:48 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SPDR S&P Software & Services ETF (NYSEARCA:XSW)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$43.20M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$60.43M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Kaizen Financial Strategies2,885$561K0.2%+7.4%0.119%
10/6/2026Congress Asset Management Co.20,100$3.91M0.0%N/A0.827%
9/23/2026Envestnet Asset Management Inc.5,760$990K0.0%-42.5%0.228%
9/9/2026IFP Advisors Inc536$92K0.0%-36.7%0.022%
9/9/2026Performa Ltd US LLC22,000$3.78M0.6%-18.5%0.891%
8/27/2026Corient Private Wealth LP8,778$1.51M0.0%-8.0%0.355%
8/22/2026Compass Financial Management LLC3,441$591K0.1%N/A0.139%
8/22/2026Vertex Investment Solutions Co. Ltd.1,800$308K0.2%N/A0.073%
7/10/2026Warner Financial Inc.1,920$330K0.1%N/A0.082%
7/7/2026Grant Private Wealth Management Inc3,129$538K0.2%-7.4%0.134%
5/19/2026Bank of America Corp DE65,439$9.31M0.0%-83.1%2.715%
5/19/2026Arkadios Wealth Advisors1,534$218K0.0%+7.0%0.064%
5/18/2026Royal Bank of Canada24,558$3.50M0.0%+300.9%1.019%
5/14/2026MWA Asset Management1,614$230K0.1%-12.0%0.067%
5/13/2026Cetera Investment Advisers3,700$526K0.0%+23.2%0.154%
5/8/2026Dale Q Rice Investment Management Ltd3,596$512K0.4%-12.4%0.149%
5/8/2026MWA Asset Management1,549$220K0.1%-15.5%0.064%
5/7/2026Lowe Brockenbrough & Co. Inc.4,145$590K0.0%N/A0.172%
5/7/2026Performa Ltd US LLC27,000$3.84M0.9%N/A1.120%
5/5/2026NFSG Corp7,071$1.01M0.2%-3.5%0.293%
5/1/2026Fifth Third Bancorp375$53K0.0%N/A0.016%
4/30/2026Hsbc Holdings PLC5,900$842K0.0%N/A0.245%
4/30/2026Kestra Advisory Services LLC2,831$403K0.0%+2.8%0.117%
4/28/2026Beacon Financial Advisory LLC2,156$307K0.1%+6.6%0.090%
4/24/2026Essex LLC15,356$2.19M0.4%-42.2%0.546%
2/17/2026Cetera Investment Advisers3,004$562K0.0%+7.5%0.156%
2/17/2026Osaic Holdings Inc.11,424$2.14M0.0%-2.0%0.595%
2/17/2026&PARTNERS2,341$438K0.0%N/A0.122%
2/17/2026Royal Bank of Canada6,125$1.15M0.0%+118.4%0.319%
2/17/2026Beacon Financial Advisory LLC2,023$379K0.1%+3.9%0.105%
2/16/2026MML Investors Services LLC18,658$3.49M0.0%-3.4%0.972%
2/16/2026Arax Advisory Partners5,513$1.03M0.0%N/A0.287%
2/13/2026Stifel Financial Corp14,634$2.74M0.0%-8.9%0.762%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC486$91K0.0%-91.6%0.025%
2/13/2026Wells Fargo & Company MN53,660$10.04M0.0%+11.1%2.795%
2/13/2026Summit Financial LLC1,069$200K0.0%N/A0.056%
2/12/2026Steward Partners Investment Advisory LLC3,628$679K0.0%+13.3%0.189%
2/11/2026LPL Financial LLC118,013$22.09M0.0%+18.4%6.147%
2/11/2026JPMorgan Chase & Co.18,628$3.49M0.0%+4.7%0.970%
2/10/2026Sivia Capital Partners LLC1,918$359K0.1%-13.3%0.100%
Elon's next millionaires start October 24? (Ad)

SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into millionaires. One welder's $10,000 stock package made him a millionaire on IPO day. Former Wall Street CEO Dylan Jovine says Elon Musk's next venture could outsize everything he's built before. It runs on an obscure AI firm Musk has relied on since 2012, supplying crucial technology to Tesla, Starlink and SpaceX.tc pixel

See Elon's overlooked AI stock before the October 24 deadline
2/10/2026Goldman Sachs Group Inc.10,305$1.93M0.0%+1.6%0.537%
2/10/2026Pincus Capital Management LP1,150$215K0.1%N/A0.060%
2/10/2026Tandem Financial LLC5,309$1.00M1.0%-71.0%0.277%
2/6/2026IFP Advisors Inc1,122$210K0.0%-14.2%0.058%
2/6/2026HighTower Advisors LLC12,837$2.40M0.0%-2.8%0.669%
2/5/2026Sherman Asset Management Inc.140$26K0.0%-48.3%0.007%
2/4/2026Money Concepts Capital Corp1,620$303K0.0%-7.5%0.083%
2/2/2026Composition Wealth LLC1,413$264K0.0%+10.3%0.072%
1/30/2026Dale Q Rice Investment Management Ltd4,104$768K0.6%-8.5%0.182%
1/29/2026UBS Group AG39,050$7.31M0.0%-1.0%1.751%
1/29/2026High Point Wealth Management LLC20,617$3.86M3.6%N/A0.925%
1/29/2026MWA Asset Management1,834$343K0.2%-10.5%0.082%
1/28/2026Kingswood Wealth Advisors LLC2,679$501K0.0%-3.7%0.120%
1/27/2026Wealth Enhancement Trust Services Inc.4,284$802K0.1%N/A0.192%
1/26/2026Merit Financial Group LLC1,200$225K0.0%-50.5%0.053%
1/26/2026McGuire Investment Group LLC66,657$12.47M1.3%-0.2%2.963%
1/23/2026Fifth Third Securities Inc.23,188$4.34M0.3%+40.2%1.017%
1/21/2026V2 Financial group LLC1,900$356K0.2%+5.6%0.083%
1/21/2026Newbridge Financial Services Group Inc.7,329$1.37M0.2%-2.4%0.321%
1/20/2026Essex LLC26,548$4.97M0.9%-0.6%1.149%
1/8/2026Wealth Enhancement Advisory Services LLC5,210$990K0.0%N/A0.221%
1/1/2026JPMorgan Chase & Co.17,799$3.52M0.0%-5.7%0.751%
12/23/2025Triumph Capital Management173$34K0.0%N/A0.007%
12/2/2025IFP Advisors Inc1,307$259K0.0%-12.0%0.055%
11/19/2025Sunbelt Securities Inc.2,043$404K0.0%+15.6%0.086%
11/18/2025Advisory Services Network LLC715$141K0.0%N/A0.030%
11/17/2025Triumph Capital Management173$34K0.0%N/A0.007%
11/17/2025Citadel Advisors LLC6,192$1.23M0.0%+40.9%0.261%
11/17/2025Bank of America Corp DE392,478$77.62M0.0%+1.6%16.560%
11/17/2025Ameriprise Financial Inc.28,031$5.54M0.0%-25.5%1.183%
11/14/2025Creative Planning2,189$433K0.0%+5.8%0.092%
11/14/2025Raymond James Financial Inc.33,212$6.57M0.0%+1.2%1.401%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC5,791$1.15M0.0%N/A0.244%
11/14/2025Two Sigma Investments LP29,000$5.74M0.0%N/A1.224%
11/14/2025Newbridge Financial Services Group Inc.7,512$1.49M0.2%-1.0%0.317%
11/13/2025UBS Group AG39,445$7.80M0.0%-11.0%1.664%
11/13/2025Financial Life Planners125$25K0.0%N/A0.005%
11/12/2025Level Four Advisory Services LLC1,972$390K0.0%-52.0%0.083%
11/12/2025Kaizen Financial Strategies2,685$510K0.2%-2.7%0.113%
11/10/2025MAI Capital Management6,673$1.32M0.0%+2,124.3%0.282%
11/10/2025Cary Street Partners Financial LLC1,122$222K0.0%N/A0.047%
11/7/2025GSA Capital Partners LLP1,306$258K0.0%N/A0.055%
11/7/2025JPMorgan Chase & Co.17,799$3.52M0.0%-5.7%0.751%
11/7/2025HighTower Advisors LLC13,205$2.61M0.0%-3.2%0.557%
11/5/2025Sherman Asset Management Inc.271$54K0.0%-71.6%0.011%
11/5/2025Envestnet Asset Management Inc.6,871$1.36M0.0%+3.7%0.290%
11/4/2025Atlantic Union Bankshares Corp673$133K0.0%-12.9%0.028%
11/4/2025Money Concepts Capital Corp1,751$346K0.0%-4.5%0.074%
11/4/2025Jones Financial Companies Lllp3,873$773K0.0%-2.2%0.163%
11/4/2025Thrivent Financial for Lutherans26,703$5.28M0.0%-16.5%1.127%
Rent out your stocks? (Ad)

If you owned a rental house, you would collect rent while you waited for it to rise in value. A covered call lets you do something similar with stocks you already own. Own at least 100 shares and you can get paid cash today for agreeing to sell them at a higher price later. That cash is yours to keep no matter what happens next. Bill Poulos breaks it down in The Retirement Paycheck Playbook, normally $29.97, free today.tc pixel

Grab your free copy of the Retirement Paycheck Playbook today
11/4/2025MWA Asset Management2,049$405K0.2%+37.6%0.086%
11/3/2025Mirae Asset Global Investments Co. Ltd.12,343$2.44M0.0%N/A0.521%
11/3/2025Truist Financial Corp1,764$349K0.0%+10.9%0.074%
10/31/2025Tandem Financial LLC18,297$3.62M1.3%+2.4%0.772%
10/29/2025Arkadios Wealth Advisors1,495$296K0.0%-6.0%0.063%
10/29/2025Beacon Financial Advisory LLC1,948$385K0.1%+2.8%0.082%
10/23/2025Essex LLC26,695$5.28M1.0%+70.8%1.117%
10/23/2025Harrell Investment Partners LLC3,509$694K0.2%-5.5%0.147%
10/21/2025McGuire Investment Group LLC66,773$13.21M1.5%-1.0%2.794%
10/20/2025Miracle Mile Advisors LLC1,281$253K0.0%N/A0.053%


XSW Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 institutional investors and hedge funds held shares of SPDR S&P Software & Services ETF. The most heavily invested institutionals were LPL Financial LLC ($22.09M), McGuire Investment Group LLC ($12.47M), New Harbor Financial Group LLC ($11.83M), Kingsview Wealth Management LLC ($10.20M), Wells Fargo & Company MN ($10.04M), Bank of America Corp DE ($9.31M), and UBS Group AG ($7.31M).Learn more on SPDR S&P Software & Services ETF's institutional investors.

Of the 91 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 ($68.04K), Raymond James Financial Inc. ($59.79K), Strategic Financial Concepts LLC ($37.79K), LPL Financial LLC ($31.47K), Two Sigma Investments LP ($29K), Performa Ltd US LLC ($27K), and Essex LLC ($26.70K).

Institutional investors have bought a total of 239,718 shares in the last 24 months. This purchase volume represents approximately $43.20M in transactions.

Of the 33 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 ($321.69K), Tandem Financial LLC ($12.99K), Essex LLC ($11.34K), Ameriprise Financial Inc. ($9.62K), Merit Financial Group LLC ($7.16K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($5.31K), and UBS Group AG ($5.29K).

Institutional investors have sold a total of 402,016 shares in the last 24 months. This volume of shares sold represents approximately $60.43M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XSW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon says the ‘S’ word
Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men d...
Paradigm Press | Sponsoredtc pixel
A simple options strategy that changed one trader's path
Ian Cooper went from a financially stressed, struggling journalist to a trader who discovered a repeatable opt...
TradeWins | Sponsoredtc pixel
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
My next big call (under $1)
The obvious way to "bet on Trump" in crypto is the Trump memecoin. And right now it's back in the news, with a...
Crypto 101 Media | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
5 seconds
Bill Poulos put together a Top 10 Stocks to Buy This Quarter report, explaining each pick in plain English. ...
Profits Run | Sponsoredtc pixel
Why Some AI Stocks Already Surged Over 300 Percent
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel