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

SPDR S&P Software & Services ETF logo
$200.35 -3.84 (-1.88%)
As of 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)
47
Total
Institutional Inflows
(last 12 months)
$39.29M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$101.40M
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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
7/10/2026 Warner Financial Inc.1,920$330K0.1%N/A0.082%
7/7/2026 Grant 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%
5/19/2026 Arkadios Wealth Advisors1,534$218K0.0%+7.0%0.064%
5/18/2026Royal Bank of Canada24,558$3.50M0.0%+300.9%1.019%
5/14/2026 MWA Asset Management1,614$230K0.1%-12.0%0.067%
5/13/2026 Cetera Investment Advisers3,700$526K0.0%+23.2%0.154%
5/8/2026 Dale Q Rice Investment Management Ltd3,596$512K0.4%-12.4%0.149%
5/8/2026 MWA Asset Management1,549$220K0.1%-15.5%0.064%
5/7/2026 Lowe Brockenbrough & Co. Inc.4,145$590K0.0%N/A0.172%
5/7/2026 Performa Ltd US LLC27,000$3.84M0.9%N/A1.120%
5/5/2026NFSG Corp7,071$1.01M0.2%-3.5%0.293%
5/1/2026 Fifth Third Bancorp375$53K0.0%N/A0.016%
4/30/2026Hsbc Holdings PLC5,900$842K0.0%N/A0.245%
4/30/2026 Kestra Advisory Services LLC2,831$403K0.0%+2.8%0.117%
4/28/2026 Beacon Financial Advisory LLC2,156$307K0.1%+6.6%0.090%
4/24/2026 Essex LLC15,356$2.19M0.4%-42.2%0.546%
2/17/2026 Cetera 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%
2/17/2026 Beacon Financial Advisory LLC2,023$379K0.1%+3.9%0.105%
2/16/2026 MML Investors Services LLC18,658$3.49M0.0%-3.4%0.972%
2/16/2026 Arax Advisory Partners5,513$1.03M0.0%N/A0.287%
2/13/2026 Stifel Financial Corp14,634$2.74M0.0%-8.9%0.762%
2/13/2026 UBS 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%
2/13/2026 Summit Financial LLC1,069$200K0.0%N/A0.056%
2/12/2026 Steward Partners Investment Advisory LLC3,628$679K0.0%+13.3%0.189%
2/11/2026 LPL Financial LLC118,013$22.09M0.0%+18.4%6.147%
2/11/2026 JPMorgan Chase & Co.18,628$3.49M0.0%+4.7%0.970%
2/10/2026 Sivia Capital Partners LLC1,918$359K0.1%-13.3%0.100%
2/10/2026Goldman Sachs Group Inc.10,305$1.93M0.0%+1.6%0.537%
2/10/2026 Pincus Capital Management LP1,150$215K0.1%N/A0.060%
2/10/2026Tandem Financial LLC5,309$1.00M1.0%-71.0%0.277%
2/6/2026 IFP Advisors Inc1,122$210K0.0%-14.2%0.058%
2/6/2026 HighTower Advisors LLC12,837$2.40M0.0%-2.8%0.669%
2/5/2026 Sherman Asset Management Inc.140$26K0.0%-48.3%0.007%
2/4/2026 Money Concepts Capital Corp1,620$303K0.0%-7.5%0.083%
2/2/2026 Composition Wealth LLC1,413$264K0.0%+10.3%0.072%
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1/30/2026 Dale Q Rice Investment Management Ltd4,104$768K0.6%-8.5%0.182%
1/29/2026 UBS Group AG39,050$7.31M0.0%-1.0%1.751%
1/29/2026 High Point Wealth Management LLC20,617$3.86M3.6%N/A0.925%
1/29/2026 MWA Asset Management1,834$343K0.2%-10.5%0.082%
1/28/2026 Kingswood Wealth Advisors LLC2,679$501K0.0%-3.7%0.120%
1/27/2026 Wealth Enhancement Trust Services Inc.4,284$802K0.1%N/A0.192%
1/26/2026 Merit Financial Group LLC1,200$225K0.0%-50.5%0.053%
1/26/2026 McGuire Investment Group LLC66,657$12.47M1.3%-0.2%2.963%
1/23/2026 Fifth Third Securities Inc.23,188$4.34M0.3%+40.2%1.017%
1/21/2026 V2 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%
1/20/2026 Essex LLC26,548$4.97M0.9%-0.6%1.149%
1/8/2026 Wealth Enhancement Advisory Services LLC5,210$990K0.0%N/A0.221%
1/1/2026 JPMorgan Chase & Co.17,799$3.52M0.0%-5.7%0.751%
12/23/2025 Triumph Capital Management173$34K0.0%N/A0.007%
12/2/2025 IFP Advisors Inc1,307$259K0.0%-12.0%0.055%
11/19/2025Sunbelt Securities Inc.2,043$404K0.0%+15.6%0.086%
11/18/2025 Advisory Services Network LLC715$141K0.0%N/A0.030%
11/17/2025 Triumph 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%
11/14/2025 Creative Planning2,189$433K0.0%+5.8%0.092%
11/14/2025Raymond James Financial Inc.33,212$6.57M0.0%+1.2%1.401%
11/14/2025 UBS 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%
11/13/2025 UBS Group AG39,445$7.80M0.0%-11.0%1.664%
11/13/2025 Financial Life Planners125$25K0.0%N/A0.005%
11/12/2025 Level Four Advisory Services LLC1,972$390K0.0%-52.0%0.083%
11/12/2025 Kaizen Financial Strategies2,685$510K0.2%-2.7%0.113%
11/10/2025MAI Capital Management6,673$1.32M0.0%+2,124.3%0.282%
11/10/2025 Cary Street Partners Financial LLC1,122$222K0.0%N/A0.047%
11/7/2025 GSA Capital Partners LLP1,306$258K0.0%N/A0.055%
11/7/2025 JPMorgan Chase & Co.17,799$3.52M0.0%-5.7%0.751%
11/7/2025 HighTower Advisors LLC13,205$2.61M0.0%-3.2%0.557%
11/5/2025 Sherman Asset Management Inc.271$54K0.0%-71.6%0.011%
11/5/2025 Envestnet Asset Management Inc.6,871$1.36M0.0%+3.7%0.290%
11/4/2025 Atlantic Union Bankshares Corp673$133K0.0%-12.9%0.028%
11/4/2025 Money 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%
11/4/2025 MWA Asset Management2,049$405K0.2%+37.6%0.086%
11/3/2025 Mirae Asset Global Investments Co. Ltd.12,343$2.44M0.0%N/A0.521%
11/3/2025 Truist Financial Corp1,764$349K0.0%+10.9%0.074%
10/31/2025Tandem Financial LLC18,297$3.62M1.3%+2.4%0.772%
10/29/2025 Arkadios Wealth Advisors1,495$296K0.0%-6.0%0.063%
10/29/2025 Beacon Financial Advisory LLC1,948$385K0.1%+2.8%0.082%
10/23/2025 Essex LLC26,695$5.28M1.0%+70.8%1.117%
10/23/2025 Harrell Investment Partners LLC3,509$694K0.2%-5.5%0.147%
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10/21/2025 McGuire Investment Group LLC66,773$13.21M1.5%-1.0%2.794%
10/20/2025 Miracle Mile Advisors LLC1,281$253K0.0%N/A0.053%
10/20/2025 Merit Financial Group LLC2,423$479K0.0%-71.0%0.102%
10/15/2025 Dale Q Rice Investment Management Ltd4,484$905K0.6%-2.7%0.185%
10/10/2025 Fifth Third Securities Inc.16,541$3.27M0.2%+5.4%0.681%
10/7/2025 Grant Private Wealth Management Inc3,680$728K0.4%N/A0.151%
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%
8/15/2025 Sherman Asset Management Inc.955$181K0.2%-24.3%0.037%


XSW Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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 218,952 shares in the last 24 months. This purchase volume represents approximately $39.29M in transactions.

Of the 31 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 ($511.25K), Thrivent Financial for Lutherans ($27.80K), Tandem Financial LLC ($12.99K), Essex LLC ($11.34K), Ameriprise Financial Inc. ($10.57K), BNP Paribas Financial Markets ($10K), and Merit Financial Group LLC ($7.16K).

Institutional investors have sold a total of 616,842 shares in the last 24 months. This volume of shares sold represents approximately $101.40M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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