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Get Institutions for : 
SPDR S&P Software & Services ETF (XSW)  
$152.69 0.59 (0.39%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    6
Total shares held : 
 1,178,993  
% of shares held : 
 53.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 96,799  
% of shares held change : 
   4.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $126.53  
Last Quarter's Ending Price : 
 $150.33  
Last Quarter's Average Price : 
 $133.08  
Change from last quarter's     
avg. price to the last closing  : 
19.61 (14.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 41,602
 3.53%
 
Increased Positions :
26
 145,580
 12.35%
 
Unchanged Positions :
31
 37,203
 3.16%
 
Decreased Positions :
27
-86,793
-7.36%
 
Closed Positions :
6
-3,590
-0.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1167 - 2024-03-31 397,105 $61,945,000 3,499
   LPL FINANCIAL CORP 889 - 2024-03-31 144,105 $22,479,000 10,565
   MORGAN STANLEY 3179 - 2024-03-31 74,663 $11,647,000 9,894
   McGuire Investment Group LLC 22 - 2024-03-31 67,971 $10,603,000 11,589
   J P MORGAN CHASE & CO 2241 - 2024-03-31 46,584 $7,267,000 5,265
   Kingsview Wealth Management LLC 140 - 2024-03-31 41,306 $6,443,000 33,399
   Advisor Group Holdings Inc. 1278 - 2024-03-31 22,679 $3,538,000 6,715
   STIFEL FINANCIAL CORP 1350 - 2024-03-31 22,226 $3,467,000 1,106
   RAYMOND JAMES & ASSOCIATES 1850 - 2024-03-31 21,027 $3,280,000 1,027
   ENVESTNET ASSET MANAGEMENT INC 2385 - 2024-03-31 17,007 $2,653,000 2,689
   MML INVESTORS SERVICES LLC 969 - 2024-03-31 15,476 $2,414,000 496
   BECK CAPITAL MANAGEMENT LLC 58 - 2024-03-31 14,033 $2,189,000 241
   Merit Financial Group LLC 303 - 2024-03-31 10,586 $1,568,000 795
   Fifth Third Securities Inc. 132 - 2024-03-31 9,277 $1,447,000 5,988
   AMERIPRISE FINANCIAL INC 2959 - 2024-03-31 8,854 $1,382,000 2,658
   PRUDENTIAL FINANCIAL INC 1773 - 2024-03-31 7,031 $1,097,000 549
   Newbridge Financial Services Group Inc. 55 - 2024-03-31 5,748 $897,000 1,232
   Foundations Investment Advisors LLC 352 - 2024-03-31 5,395 $842,000 3,488
   TELEMUS CAPITAL LLC 247 - 2023-12-31 3,024 $455,000 687
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2379 - 2024-03-31 2,772 $432,000 138
   Beacon Financial Advisory LLC 135 - 2024-03-31 2,692 $420,000 125
   Cutler Group LP 253 - 2024-03-31 700 $109,000 700
   PRINCIPAL SECURITIES INC. 2048 - 2024-03-31 110 $17,000 41
  23 Records found
  1    
  Page 1 of 1
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