S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case

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

$154.94
+0.16 (+0.10%)
(As of 03/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$40.11 M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$20.25 M
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XSW Institutional Buying and Selling by Quarter


SPDR S&P Software & Services ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/26/2024Centaurus Financial Inc.976$0.15M0.0%N/A0.042%
2/22/2024Napa Wealth Management2,610$0.39M0.2%N/A0.112%
2/20/2024Able Wealth Management LLC716$0.11M0.1%N/A0.031%
2/15/2024OLD Mission Capital LLC2,000$0.30M0.0%N/A0.085%
2/15/2024Baird Financial Group Inc.7,343$1.10M0.0%-6.1%0.314%
2/14/2024Royal Bank of Canada5,247$0.79M0.0%-73.8%0.224%
2/14/2024Creative Planning2,360$0.36M0.0%+7.9%0.101%
2/13/2024Envestnet Asset Management Inc.14,318$2.15M0.0%+13.3%0.612%
2/13/2024Belpointe Asset Management LLC1,360$0.20M0.0%N/A0.058%
2/12/2024Stifel Financial Corp21,120$3.18M0.0%+14.1%0.903%
2/9/2024Advisory Services Network LLC737$0.11M0.0%N/A0.031%
2/9/2024Cambridge Investment Research Advisors Inc.2,634$0.40M0.0%-43.6%0.113%
2/9/2024Tidemark LLC643$97K0.1%N/A0.027%
2/9/2024UBS Group AG39,237$5.90M0.0%-0.9%1.677%
2/8/2024Level Four Advisory Services LLC12,232$1.84M0.1%+4.5%0.523%
2/8/2024Kingsview Wealth Management LLC7,907$1.19M0.0%-40.0%0.338%
2/8/2024Foundations Investment Advisors LLC1,907$0.29M0.0%-90.4%0.081%
2/6/2024EdgeRock Capital LLC610$92K0.1%N/A0.026%
2/6/2024Leuthold Group LLC6,574$0.99M0.1%+1.3%0.281%
2/6/2024Merit Financial Group LLC9,791$1.47M0.0%+0.7%0.418%
2/5/2024Amica Mutual Insurance Co.15,311$2.30M0.2%N/A0.654%
2/1/2024Telemus Capital LLC3,024$0.46M0.0%+29.4%0.129%
2/1/2024Powell Investment Advisors LLC330$50K0.0%N/A0.014%
1/31/2024Western Wealth Management LLC1,386$0.21M0.0%N/A0.059%
1/30/2024Quantum Private Wealth LLC3,177$0.48M0.2%-3.1%0.136%
1/23/2024Beacon Financial Advisory LLC2,567$0.39M0.2%+23.4%0.110%
1/19/2024Caerus Investment Advisors LLC2,090$0.31M0.3%N/A0.089%
1/16/2024Raymond James Financial Services Advisors Inc.8,235$1.24M0.0%+74.8%0.352%
1/16/2024Raymond James & Associates20,000$3.01M0.0%+141.3%0.855%
1/12/2024McGuire Investment Group LLC56,382$8.48M1.4%+4.1%2.409%
12/6/2023Citigroup Inc.2,767$0.35M0.0%+14.5%0.118%
11/21/2023Comerica Bank274$35K0.0%N/A0.012%
11/15/2023Ramirez Asset Management Inc.1,000$0.13M0.0%N/A0.043%
11/15/2023Royal Bank of Canada20,000$2.54M0.0%+11.0%0.855%
11/15/2023Ameriprise Financial Inc.20,070$2.55M0.0%-21.6%0.858%
11/14/2023Northeast Financial Consultants Inc19,912$2.53M0.2%-9.1%0.851%
11/14/2023Qube Research & Technologies Ltd1,563$0.20M0.0%N/A0.067%
11/13/2023Stifel Financial Corp18,511$2.35M0.0%+12.9%0.791%
11/13/2023LPL Financial LLC81,453$10.34M0.0%+6.3%3.481%
11/13/2023Envestnet Asset Management Inc.12,637$1.60M0.0%+7.0%0.540%
11/9/2023Citigroup Inc.2,767$0.35M0.0%+14.5%0.118%
11/9/2023UBS Group AG39,597$5.02M0.0%+61.7%1.692%
11/8/2023HighTower Advisors LLC14,640$1.86M0.0%-0.5%0.626%
11/8/2023Fort Point Capital Partners LLC10,085$1.28M0.2%-1.1%0.431%
11/7/2023Kingsview Wealth Management LLC13,183$1.67M0.1%N/A0.563%
11/7/2023Merit Financial Group LLC9,720$1.23M0.0%+1.2%0.415%
11/6/2023NTV Asset Management LLC5,825$0.74M0.1%-1.7%0.249%
11/1/2023Simplex Trading LLC1,440$0.18M0.0%N/A0.062%
11/1/2023Money Concepts Capital Corp2,649$0.34M0.0%N/A0.113%
10/24/2023Raymond James Financial Services Advisors Inc.4,710$0.60M0.0%+10.8%0.201%
10/24/2023Cambridge Investment Research Advisors Inc.4,667$0.59M0.0%+81.2%0.199%
10/17/2023Newbridge Financial Services Group Inc.4,096$0.52M0.3%+74.5%0.175%
10/12/2023IFP Advisors Inc2,463$0.31M0.0%-3.9%0.105%
10/12/2023McGuire Investment Group LLC54,144$6.87M1.3%+2.3%2.314%
10/11/2023Canton Hathaway LLC423$54K0.0%-25.5%0.018%
10/5/2023Foundations Investment Advisors LLC19,908$2.53M0.1%N/A0.851%
8/21/2023Osaic Holdings Inc.12,934$1.73M0.0%-21.0%0.553%
8/16/2023CreativeOne Wealth LLC20,346$2.71M0.1%+29.3%0.869%
8/15/2023Wells Fargo & Company MN16,181$2.16M0.0%+0.6%0.691%
8/15/2023IHT Wealth Management LLC4,194$0.56M0.0%+6.4%0.179%
8/15/2023Goldman Sachs Group Inc.10,000$1.33M0.0%-80.0%0.427%
8/15/2023Royal Bank of Canada18,019$2.40M0.0%-39.3%0.770%
8/15/2023Stifel Financial Corp16,402$2.19M0.0%-50.9%0.701%
8/14/2023Fort Point Capital Partners LLC10,195$1.36M0.2%-1.1%0.436%
8/14/2023Tower Research Capital LLC TRC 210$28K0.0%+4,100.0%0.009%
8/14/2023MML Investors Services LLC3,619$0.48M0.0%+7.1%0.155%
8/11/2023BlackRock Inc.50,340$6.71M0.0%-4.3%2.151%
8/11/2023JPMorgan Chase & Co.44,071$5.88M0.0%+1.9%1.883%
8/10/2023Osaic Holdings Inc.12,934$1.73M0.0%-21.0%0.553%
8/4/2023Envestnet Asset Management Inc.11,805$1.57M0.0%+13.8%0.504%
8/2/2023NTV Asset Management LLC5,925$0.79M0.1%+154.8%0.260%
8/1/2023Truist Financial Corp1,704$0.23M0.0%-8.7%0.075%
8/1/2023Merit Financial Group LLC9,605$1.28M0.0%N/A0.421%
7/31/2023LPL Financial LLC76,614$10.22M0.0%+4.4%3.360%
7/31/2023Bogart Wealth LLC11,455$1.53M0.1%+4.4%0.502%
7/27/2023B. Riley Wealth Advisors Inc.1,545$0.21M0.0%N/A0.068%
7/27/2023Quantum Private Wealth LLC3,277$0.44M0.2%+3.1%0.144%
7/26/2023National Bank of Canada FI200$27K0.0%-33.3%0.009%
7/25/2023Raymond James Financial Services Advisors Inc.4,250$0.57M0.0%+6.1%0.186%
7/25/2023Raymond James & Associates8,274$1.10M0.0%+47.2%0.363%
7/21/2023Newbridge Financial Services Group Inc.2,347$0.31M0.2%+162.2%0.103%
7/18/2023McGuire Investment Group LLC52,913$7.06M1.3%-1.7%2.321%
7/14/2023Xponance Inc.1,674$0.22M0.0%-34.5%0.073%
7/13/2023Cambridge Investment Research Advisors Inc.2,575$0.34M0.0%-3.2%0.113%
7/10/2023Telemus Capital LLC2,405$0.32M0.0%-25.1%0.105%
6/5/2023Level Four Advisory Services LLC10,996$1.35M0.1%-4.0%0.561%
5/22/2023Ameriprise Financial Inc.29,294$3.58M0.0%+264.1%1.495%
5/18/2023JPMorgan Chase & Co.43,267$5.33M0.0%-3.8%2.208%
5/16/2023Susquehanna International Group LLP6,090$0.75M0.0%-32.2%0.311%
5/15/2023IHT Wealth Management LLC3,942$0.49M0.0%+86.9%0.201%
5/12/2023Stifel Financial Corp33,401$4.11M0.0%+5.5%1.704%
5/12/2023BlackRock Inc.52,600$6.47M0.0%+8.0%2.684%
5/12/2023MML Investors Services LLC3,378$0.42M0.0%-6.2%0.172%
5/12/2023Bank of America Corp DE35,543$4.37M0.0%-2.2%1.813%
5/12/2023Prudential Financial Inc.4,664$0.57M0.0%-7.7%0.238%
5/12/2023UBS Group AG27,331$3.36M0.0%-10.2%1.394%
5/11/2023Cambridge Investment Research Advisors Inc.2,659$0.33M0.0%-34.1%0.136%
5/11/2023Envestnet Asset Management Inc.10,372$1.28M0.0%+8.7%0.529%
5/11/2023Citigroup Inc.2,417$0.30M0.0%-15.0%0.123%
5/11/2023Kaizen Financial Strategies2,056$0.25M0.2%-12.6%0.105%
(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, 95 institutional investors and hedge funds held shares of SPDR S&P Software & Services ETF. The most heavily invested institutionals were LPL Financial LLC ($10.34M), McGuire Investment Group LLC ($8.48M), BlackRock Inc. ($6.71M), UBS Group AG ($5.90M), JPMorgan Chase & Co. ($5.88M), Morgan Stanley ($5.72M), and Bank of America Corp DE ($4.37M).Learn more on XSW's institutional investors.

Which institutional investors have been buying SPDR S&P Software & Services ETF stock?

Of the 75 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: LPL Financial LLC ($44.58K), Money Concepts Capital Corp ($38.63K), Empowered Funds LLC ($33.95K), Ameriprise Financial Inc. ($21.25K), CreativeOne Wealth LLC ($20.72K), Foundations Investment Advisors LLC ($19.91K), and UBS Group AG ($17.17K).

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

Institutional investors have bought a total of 409,285 shares in the last 24 months. This purchase volume represents approximately $51.97M in transactions.

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

Of the 54 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: Goldman Sachs Group Inc. ($0.19M), Royal Bank of Canada ($34.16K), LPL Financial LLC ($30.85K), Qube Research & Technologies Ltd ($23.36K), JPMorgan Chase & Co. ($21.95K), Foundations Investment Advisors LLC ($18K), and Stifel Financial Corp ($17K).

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

Institutional investors have sold a total of 480,747 shares in the last 24 months. This volume of shares sold represents approximately $58.99M in transactions.


This page (NYSEARCA:XSW) was last updated on 3/3/2024 by MarketBeat.com Staff