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

SPDR S&P Software & Services ETF logo
$153.57 +0.58 (+0.38%)
Closing price 04/15/2025 04:10 PM Eastern
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$153.33 -0.24 (-0.15%)
As of 04/15/2025 06:30 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)
43
Total
Institutional Inflows
(last 12 months)
$69.30M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.69M
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XSW Institutional Buying and Selling by Quarter

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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
4/14/2025 Sherman 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%
4/9/2025 Kaizen 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%
2/12/2025Grant 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%
2/11/2025Kiker 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%
2/5/2025 Sherman Asset Management Inc.888$168K0.2%N/A0.036%
2/4/2025IFP Advisors Inc1,397$264K0.0%-22.7%0.057%
2/4/2025J. W. Coons Advisors LLC6,495$1.23M0.3%-3.3%0.263%
1/31/2025NTV Asset Management LLC4,023$760K0.1%-5.9%0.163%
1/31/2025Retirement Income Solutions Inc1,859$351K0.1%+9.1%0.075%
1/30/2025JNBA Financial Advisors200$38K0.0%N/A0.008%
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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%
1/23/2025Fifth Third Securities Inc.15,257$2.88M0.2%-14.4%0.618%
1/22/2025Foundations Investment Advisors LLC3,704$700K0.0%N/A0.150%
1/22/2025Kingswood 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%
1/13/2025Dale 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%
10/18/2024Raymond James & Associates21,372$3.43M0.0%+0.6%0.865%
10/16/2024New Harbor Financial Group LLC73,613$11.83M3.0%+6.0%2.980%
10/11/2024ORG Partners LLC165$27K0.0%N/A0.007%
10/10/2024McGuire Investment Group LLC65,899$10.59M1.5%-3.5%2.668%
9/11/2024Newbridge 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%
8/14/2024Beck Capital Management LLC13,779$2.08M0.6%-1.8%0.558%
8/12/2024Carolinas Wealth Consulting LLC631$95K0.0%+19.1%0.026%
8/8/2024Envestnet Asset Management Inc.21,270$3.21M0.0%+25.1%0.861%
8/2/2024New Harbor Financial Group LLC69,434$10.49M3.2%+3.6%2.811%
7/31/2024J. W. Coons Advisors LLC6,625$1.00M0.2%+15.3%0.268%
7/29/2024Arkadios Wealth Advisors1,423$215K0.0%N/A0.058%
7/24/2024EdgeRock Capital LLC610$92K0.1%N/A0.025%
7/19/2024Raymond James & Associates21,240$3.21M0.0%+1.0%0.860%
7/15/2024Fifth Third Securities Inc.18,623$2.81M0.3%+100.7%0.754%
7/9/2024Kingswood Wealth Advisors LLC2,684$406K0.0%N/A0.109%
5/15/2024Beck Capital Management LLC14,033$2.19M0.6%+1.7%0.568%
5/9/2024Kingsview Wealth Management LLC41,306$6.44M0.2%+422.4%1.672%
5/6/2024Leuthold Group LLC6,492$1.01M0.1%-1.2%0.263%
5/1/2024New Harbor Financial Group LLC67,028$10.46M3.3%N/A2.714%
4/26/2024McGuire Investment Group LLC67,971$10.60M1.5%+20.6%2.719%
4/24/2024Newbridge 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%
4/15/2024Sunbelt 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%
2/22/2024Napa Wealth Management2,610$392K0.2%N/A0.112%
2/20/2024Able Wealth Management LLC716$108K0.1%N/A0.031%
2/13/2024Belpointe Asset Management LLC1,360$204K0.0%N/A0.058%
2/9/2024Tidemark LLC643$97K0.1%N/A0.027%
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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$285K0.0%-90.4%0.081%
2/6/2024EdgeRock Capital LLC610$92K0.1%N/A0.026%
2/6/2024Leuthold Group LLC6,574$988K0.1%+1.3%0.281%
2/6/2024 Merit Financial Group LLC9,791$1.47M0.0%+0.7%0.418%
2/5/2024Amica Mutual Insurance Co.15,311$2.30M0.2%N/A0.654%
2/1/2024Telemus Capital LLC3,024$455K0.0%+29.4%0.129%
2/1/2024Powell Investment Advisors LLC330$50K0.0%N/A0.014%
1/31/2024Western Wealth Management LLC1,386$208K0.0%N/A0.059%
(Data available from 1/1/2016 forward)

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XSW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSW shares?

During the previous two years, 82 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 Foundations Investment Advisors LLC ($23.61K).

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

Institutional investors have bought a total of 619,191 shares in the last 24 months. This purchase volume represents approximately $98.81M in transactions.

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

Of the 36 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), McGuire Investment Group LLC ($4.33K), Amica Mutual Insurance Co. ($3.89K), and Fifth Third Securities Inc. ($2.57K).

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

Institutional investors have sold a total of 79,215 shares in the last 24 months. This volume of shares sold represents approximately $13.34M in transactions.


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This page (NYSEARCA:XSW) was last updated on 4/16/2025 by MarketBeat.com Staff
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