Free Trial
→ Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (From Colonial Metals) (Ad) Free XSW Stock Alerts

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

SPDR S&P Software & Services ETF logo
$184.48 -5.87 (-3.08%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$184.49 +0.01 (+0.01%)
As of 02/21/2025 06:36 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$69.25M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.47M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.1,767$337K0.0%-6.6%0.072%
2/17/2025 TrinityPoint Wealth LLC1,373$259K0.0%-6.3%0.056%
2/17/2025 Northeast Financial Consultants Inc19,823$3.75M0.2%-0.5%0.803%
2/17/2025 D. E. Shaw & Co. Inc.1,289$244K0.0%-47.1%0.052%
2/17/2025 Bank of America Corp DE433,666$81.95M0.0%+3.3%17.557%
2/17/2025 BNP Paribas Financial Markets10,000$1.89M0.0%N/A0.405%
2/17/2025 Ameriprise Financial Inc.6,636$1.25M0.0%+1.6%0.269%
2/14/2025 Pennington Partners & CO. LLC1,312$248K0.1%N/A0.053%
2/14/2025 Two Sigma Securities LLC5,760$1.09M0.1%N/A0.233%
2/14/2025 Kovitz Investment Group Partners LLC2,623$496K0.0%+2.1%0.106%
2/14/2025 Beck Capital Management LLC19,677$3.72M1.0%+49.4%0.797%
2/14/2025 Stifel Financial Corp24,459$4.62M0.0%+6.3%0.990%
2/14/2025 MML Investors Services LLC18,588$3.51M0.0%+19.0%0.753%
2/13/2025 Raymond James Financial Inc.26,575$5.02M0.0%N/A1.076%
2/13/2025 Advisory Services Network LLC1,065$201K0.0%N/A0.043%
2/13/2025 Bank 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%
2/13/2025 Wells 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%
2/12/2025 Level Four Advisory Services LLC6,376$1.21M0.0%-2.2%0.258%
2/12/2025 Amica Retiree Medical Trust477$90K0.1%-49.1%0.019%
2/12/2025 Amica Mutual Insurance Co.4,143$783K0.1%-48.4%0.168%
2/12/2025 JPMorgan Chase & Co.22,904$4.33M0.0%-43.6%0.927%
2/11/2025 LPL Financial LLC133,148$25.16M0.0%+2.7%5.391%
2/11/2025 Kiker Wealth Management LLC142$27K0.0%N/A0.006%
2/10/2025 Commonwealth Equity Services LLC1,269$240K0.0%N/A0.051%
2/10/2025 Farther Finance Advisors LLC175$33K0.0%-46.2%0.007%
2/7/2025 HighTower Advisors LLC13,780$2.60M0.0%-3.0%0.558%
2/6/2025 Raymond James Financial Inc.26,575$5.02M0.0%N/A1.076%
2/6/2025 Jones Financial Companies Lllp1,660$314K0.0%+564.0%0.067%
2/5/2025 Sherman Asset Management Inc.888$168K0.2%N/A0.036%
2/4/2025 IFP Advisors Inc1,397$264K0.0%-22.7%0.057%
2/4/2025 J. 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%
1/31/2025 Retirement 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%
1/28/2025 Newbridge Financial Services Group Inc.7,718$1.46M0.4%-1.7%0.312%
1/28/2025 Kingsview Wealth Management LLC60,107$11.36M0.2%N/A2.433%
1/28/2025 Tandem Financial LLC5,309$1.00M1.1%N/A0.215%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
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%
1/22/2025 Foundations 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%
11/15/2024 MML Investors Services LLC15,623$2.51M0.0%-3.4%0.633%
11/15/2024 Jane Street Group LLC5,012$805K0.0%N/A0.203%
11/15/2024 Kovitz Investment Group Partners LLC2,570$413K0.0%-9.0%0.104%
11/15/2024 Stifel Financial Corp23,000$3.70M0.0%+0.8%0.931%
11/15/2024 HighTower Advisors LLC14,205$2.28M0.0%-1.1%0.575%
11/15/2024 Beck Capital Management LLC13,167$2.12M0.6%-4.4%0.533%
11/7/2024 J. W. Coons Advisors LLC6,715$1.08M0.3%+1.4%0.272%
11/1/2024 Quantum 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%
10/16/2024 New 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%
9/11/2024 Newbridge 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%
8/14/2024 Beck 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%
8/2/2024 New Harbor Financial Group LLC69,434$10.49M3.2%+3.6%2.811%
7/31/2024 J. W. Coons Advisors LLC6,625$1.00M0.2%+15.3%0.268%
7/29/2024 Arkadios 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%
5/15/2024 Beck Capital Management LLC14,033$2.19M0.6%+1.7%0.568%
5/9/2024 Kingsview Wealth Management LLC41,306$6.44M0.2%+422.4%1.672%
5/6/2024 Leuthold Group LLC6,492$1.01M0.1%-1.2%0.263%
5/1/2024 New 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%
4/24/2024 Newbridge 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%
2/22/2024 Napa Wealth Management2,610$392K0.2%N/A0.112%
2/20/2024 Able Wealth Management LLC716$108K0.1%N/A0.031%
2/13/2024 Belpointe Asset Management LLC1,360$204K0.0%N/A0.058%
2/9/2024 Tidemark LLC643$97K0.1%N/A0.027%
2/8/2024 Level Four Advisory Services LLC12,232$1.84M0.1%+4.5%0.523%
2/8/2024 Kingsview Wealth Management LLC7,907$1.19M0.0%-40.0%0.338%
2/8/2024 Foundations Investment Advisors LLC1,907$285K0.0%-90.4%0.081%
2/6/2024 EdgeRock Capital LLC610$92K0.1%N/A0.026%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/6/2024 Leuthold Group LLC6,574$988K0.1%+1.3%0.281%
2/6/2024 Merit Financial Group LLC9,791$1.47M0.0%+0.7%0.418%
2/5/2024 Amica Mutual Insurance Co.15,311$2.30M0.2%N/A0.654%
2/1/2024Telemus Capital LLC3,024$455K0.0%+29.4%0.129%
2/1/2024 Powell Investment Advisors LLC330$50K0.0%N/A0.014%
1/31/2024 Western Wealth Management LLC1,386$208K0.0%N/A0.059%
1/30/2024 Quantum Private Wealth LLC3,177$478K0.2%-3.1%0.136%
1/23/2024 Beacon Financial Advisory LLC2,567$386K0.2%+23.4%0.110%
1/19/2024 Caerus Investment Advisors LLC2,090$314K0.3%N/A0.089%
1/16/2024Raymond James Financial Services Advisors Inc.8,235$1.24M0.0%+74.8%0.352%
(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 ($11.36M), McGuire Investment Group LLC ($10.59M), 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 70 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 ($106.69K), New Harbor Financial Group LLC ($73.61K), Raymond James Financial Inc. ($53.15K), LPL Financial LLC ($48.12K), Strategic Financial Concepts LLC ($37.79K), Money Concepts Capital Corp ($37.22K), and Empowered Funds LLC ($33.95K).

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

Institutional investors have bought a total of 652,124 shares in the last 24 months. This purchase volume represents approximately $102.64M in transactions.

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

Of the 37 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. ($12.24K), Kingsview Wealth Management LLC ($5.28K), Telemus Capital LLC ($5.01K), McGuire Investment Group LLC ($4.33K), and Amica Mutual Insurance Co. ($3.89K).

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

Institutional investors have sold a total of 82,138 shares in the last 24 months. This volume of shares sold represents approximately $13.65M in transactions.


Related Companies

This page (NYSEARCA:XSW) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
What is this southern state hiding?
The financial press had a field day this week after President Donald Trump and Department of Government Effici...
Stansberry Research | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored