Free Trial
→ Digital Dollar Alert: Protect Your Wealth Before It’s Too Late (From American Alternative) (Ad) Free XSW Stock Alerts

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

SPDR S&P Software & Services ETF logo
$180.98 -5.93 (-3.17%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$180.86 -0.13 (-0.07%)
As of 08/1/2025 05:00 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)
59
Total
Institutional Inflows
(last 12 months)
$64.02M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$10.71M
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
8/1/2025Envestnet Asset Management Inc.6,625$1.26M0.0%+10.2%0.252%
7/29/2025 Dale Q Rice Investment Management Ltd4,607$871K0.7%-51.6%0.175%
7/29/2025 Stratos Wealth Partners LTD.3,542$672K0.0%N/A0.135%
7/28/2025 Essex LLC15,631$2.97M0.6%N/A0.594%
7/24/2025 IFP Advisors Inc1,486$282K0.0%+6.4%0.057%
7/22/2025 Beacon Financial Advisory LLC1,895$360K0.1%-33.4%0.072%
7/21/2025 NTV Asset Management LLC2,723$517K0.1%-24.8%0.104%
7/18/2025 McGuire Investment Group LLC67,427$12.80M1.6%+2.0%2.564%
7/17/2025 Janney Montgomery Scott LLC1,338$254K0.0%N/A0.051%
7/17/2025 Fifth Third Securities Inc.15,692$2.98M0.2%-3.4%0.597%
7/15/2025 Harrell Investment Partners LLC3,713$705K0.2%N/A0.141%
7/15/2025 Retirement Income Solutions Inc1,979$376K0.1%+6.5%0.075%
5/16/2025Northeast Financial Consultants Inc19,089$3.05M0.1%-3.7%0.710%
5/16/2025Goldman Sachs Group Inc.10,297$1.65M0.0%+3.0%0.390%
5/16/2025Jones Financial Companies Lllp9,781$1.56M0.0%+489.2%0.364%
5/15/2025Royal Bank of Canada2,881$461K0.0%+11.8%0.107%
5/14/2025Ieq Capital LLC21,044$3.36M0.0%+1.3%0.782%
5/14/2025Walleye Capital LLC2,006$321K0.0%N/A0.075%
5/14/2025SVB Wealth LLC252$40K0.0%N/A0.009%
5/14/2025Hsbc Holdings PLC7,000$1.11M0.0%N/A0.260%
5/13/2025Raymond James Financial Inc.26,838$4.29M0.0%+1.0%0.998%
5/13/2025Kovitz Investment Group Partners LLC2,549$407K0.0%-2.8%0.095%
5/13/2025 Ground Swell Capital LLC2,115$338K0.7%N/A0.076%
5/8/2025Baker Avenue Asset Management LP18,800$3.01M0.1%N/A0.674%
5/8/2025Arkadios Wealth Advisors1,590$254K0.0%+17.2%0.057%
5/7/2025Foundations Investment Advisors LLC2,723$435K0.0%-26.5%0.098%
5/7/2025LPL Financial LLC142,719$22.82M0.0%+7.2%5.115%
5/6/2025Cetera Investment Advisers2,158$345K0.0%+69.8%0.077%
5/6/2025J. W. Coons Advisors LLC6,695$1.07M0.3%+3.1%0.240%
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%
4/29/2025Envestnet 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%
4/24/2025Money 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%
One stock to replace Nvidia (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
4/14/2025Sherman 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%
4/9/2025Kaizen Financial Strategies2,760$441K0.3%N/A0.096%
2/18/2025Sunbelt 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%
2/13/2025Envestnet 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%
2/11/2025 Kiker Wealth Management LLC142$27K0.0%N/A0.006%
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%
2/5/2025Sherman Asset Management Inc.888$168K0.2%N/A0.036%
2/4/2025 IFP 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%
1/31/2025 Retirement Income Solutions Inc1,859$351K0.1%+9.1%0.075%
1/30/2025 JNBA Financial Advisors200$38K0.0%N/A0.008%
1/30/2025Strategic 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%
1/28/2025Strategic Financial Concepts LLC18,896$3.57M0.0%N/A0.765%
1/27/2025Money 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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
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%
(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, 91 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 ($22.82M), McGuire Investment Group LLC ($12.80M), New Harbor Financial Group LLC ($11.83M), Kingsview Wealth Management LLC ($10.88M), Wells Fargo & Company MN ($5.12M), and UBS Group AG ($5.02M).Learn more on SPDR S&P Software & Services ETF's institutional investors.

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

Of the 80 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 ($114.62K), New Harbor Financial Group LLC ($73.61K), Raymond James Financial Inc. ($53.41K), Strategic Financial Concepts LLC ($37.79K), Foundations Investment Advisors LLC ($23.61K), Baker Avenue Asset Management LP ($18.80K), and LPL Financial LLC ($17.96K).

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

Institutional investors have bought a total of 352,406 shares in the last 24 months. This purchase volume represents approximately $64.02M in transactions.

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

Of the 27 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: JPMorgan Chase & Co. ($17.67K), Envestnet Asset Management Inc. ($14.42K), Dale Q Rice Investment Management Ltd ($4.91K), Amica Mutual Insurance Co. ($3.89K), Fifth Third Securities Inc. ($3.12K), McGuire Investment Group LLC ($2.39K), and Merit Financial Group LLC ($1.58K).

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

Institutional investors have sold a total of 58,230 shares in the last 24 months. This volume of shares sold represents approximately $10.71M in transactions.


Related Companies

This page (NYSEARCA:XSW) was last updated on 8/3/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
Turn $1K into $50K with This DeFi Gem
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsored
Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift
Trump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to u...
Stansberry Research | Sponsored
Investigating the Most Controversial Stock on Earth
Tesla’s wild price swings may not be random after all. Hedge fund veteran Larry Benedict has uncovered a st...
Brownstone Research | Sponsored
This New Rule Could Change Everything
A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big ...
American Alternative | Sponsored
Sell these "safe" blue chips immediately
Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another...
InvestorPlace | Sponsored
Too busy to trade? Good.
Too busy to trade? That might be your edge. This after-hours strategy is built for people who don’t sit at ...
Timothy Sykes | Sponsored