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SS Spdr S&P Soft & Serv ETF (XSW)

CUSIP: 78464A599 | NYSE | 373 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

McGuire Investment Group, LLC67,272
1.2% of portfolio›$13.1M
Fifth Third Securities, Inc.28,167
0.3% of portfolio›$5.5M
Congress Asset Management Co20,100
0.0% of portfolio›$20.1K
Thrivent Financial for Lutherans17,532
0.0% of portfolio›$3.4K
Essex LLC16,010
0.5% of portfolio›$3.1M
Performa Ltd (US), LLC12,500
0.4% of portfolio›$2.4M
Compass Financial Management LLC10,687
0.2% of portfolio›$2.1M
Nfsg Corp6,548
0.1% of portfolio›$1.3M
Arlington Financial Advisors, LLC4,651
0.1% of portfolio›$904.8K
Kestra Advisory Services, LLC4,440
0.0% of portfolio›$863.8K
High Point Wealth Management, LLC3,730
0.6% of portfolio›$725.5K
Kaizen Financial Strategies2,885
0.2% of portfolio›$561.2K
Bank Julius Baer & Co. Ltd, Zurich2,734
0.0% of portfolio›$531.9K
Dale Q Rice Investment Management Ltd2,709
0.3% of portfolio›$527.0K
Grant Private Wealth Management Inc2,696
0.2% of portfolio›$524.5K
Creative Planning2,244
0.0% of portfolio›$436.5K
Kingswood Wealth Advisors, LLC2,182
0.0% of portfolio›$424.5K
Beacon Financial Advisory LLC2,156
0.1% of portfolio›$419.5K
NTV Asset Management LLC2,123
0.0% of portfolio›$413.0K
Greenspring Advisors, LLC2,010
0.0% of portfolio›$391.0K
Riverbridge Partners LLC1,948
0.0% of portfolio›$378.9K
Almanack Investment Partners, Llc.1,683
0.0% of portfolio›$327.4K
Lynx Investment Advisory1,602
0.1% of portfolio›$311.7K
Concord Wealth Partners1,571
0.0% of portfolio›$305.7K
Integrated Advisors Network LLC1,553
0.0% of portfolio›$302.1K
Concord Asset Management, LLC1,549
0.0% of portfolio›$301.4K
Sharper & Granite LLC1,525
0.1% of portfolio›$217.0K
Allspring Global Investments Holdings, LLC1,380
0.0% of portfolio›$275.4K
Citigroup Inc1,298
0.0% of portfolio›$252.5K
Nautilus Advisors LLC1,210
0.1% of portfolio›$235.4K
Commonwealth Equity Services, LLC1,144
0.0% of portfolio›$222.6K
Cambridge Investment Research Advisors, Inc.1,144
0.0% of portfolio›$223
VestGen Advisors, LLC1,074
0.0% of portfolio›$208.9K
GGM Financial LLC874
0.1% of portfolio›$170.0K
WestEnd Advisors, LLC809
0.0% of portfolio›$157.5K
TD Private Client Wealth LLC776
0.0% of portfolio›$151.0K
Fifth Third Bancorp656
0.0% of portfolio›$127.5K
Mondrian Investment Partners LTD563
0.0% of portfolio›$113.1K
IFP Advisors, Inc511
0.0% of portfolio›$99.4K
Canton Hathaway, LLC423
0.0% of portfolio›$82.3K
Simplex Trading, LLC305
0.0% of portfolio›$59.3K
TD Waterhouse Canada Inc.250
0.0% of portfolio›$49.8K
Parallel Advisors, LLC240
0.0% of portfolio›$46.7K
Private Trust Co NA128
0.0% of portfolio›$24.9K
Sherman Asset Management, Inc.113
0.0% of portfolio›$22.0K
Bullock Wealth Management Group107
0.0% of portfolio›$21.4K
NBH Bank90
0.0% of portfolio›$17.5K
Vision Financial Markets LLC78
0.0% of portfolio›$15.4K
Farther Finance Advisors, LLC77
0.0% of portfolio›$15.0K
Nemes Rush Group LLC62
0.0% of portfolio›$12.1K
Capital Investment Advisory Services, LLC54
0.0% of portfolio›$10.4K
US Bancorp \de\52
0.0% of portfolio›$10.1K
Assetmark, Inc51
0.0% of portfolio›$9.9K
Cassaday & Co Wealth Management LLC50
0.0% of portfolio›$9.7K
Triumph Capital Management35
0.0% of portfolio›$6.8K
Joseph Group Capital Management33
0.0% of portfolio›$6.4K
Lanark Financial, Inc.32
0.0% of portfolio›$6.2K
Rossby Financial, LCC30
0.0% of portfolio›$5.8K
Central Pacific Bank - Trust Division11
0.0% of portfolio›$2.1K
Glass Jacobson Investment Advisors llc10
0.0% of portfolio›$1.9K
Cullen T Bankers, Inc.6
0.0% of portfolio›$1.2K
Golden State Wealth Management, LLC2
0.0% of portfolio›$389
Ascentis Wealth Management, LLC1
0.0% of portfolio›$194
Blue Trust, Inc.1
0.0% of portfolio›$216
StyleTurnoverLocationFiled
McGuire Investment Group, LLC
67,272$13.1M1.2%Agg GrowthLowWakefield, RI2026-10-23
Fifth Third Securities, Inc.
28,167$5.5M0.3%ETFLowCincinnati, OH2026-10-21
Congress Asset Management Co
20,100$20.1K0.0%GrowthMediumBoston, MA2026-10-06
Thrivent Financial for Lutherans
17,532$3.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Essex LLC
16,010$3.1M0.5%ETFLowDeer Park, IL2026-10-14
Performa Ltd (US), LLC
12,500$2.4M0.4%ETFVery LowCharleston, SC2026-11-05
Compass Financial Management LLC
10,687$2.1M0.2%CoreN/ATampa, FL2026-10-30
Nfsg Corp
6,548$1.3M0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Arlington Financial Advisors, LLC
4,651$904.8K0.1%ETFMediumSanta Barbara, CA2026-10-19
Kestra Advisory Services, LLC
4,440$863.8K0.0%CoreLowAustin, TX2026-11-02
High Point Wealth Management, LLC
3,730$725.5K0.6%ETFLowChester, NJ2026-11-05
Kaizen Financial Strategies
2,885$561.2K0.2%ETFMediumCampbell, CA2026-10-09
Bank Julius Baer & Co. Ltd, Zurich
2,734$531.9K0.0%GrowthMediumZurich, Switzerland2026-10-29
Dale Q Rice Investment Management Ltd
2,709$527.0K0.3%ETFVery LowVancouver, WA2026-10-09
Grant Private Wealth Management Inc
2,696$524.5K0.2%GrowthMediumPleasanton, CA2026-10-19
Creative Planning
2,244$436.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
2,182$424.5K0.0%GrowthLowSan Diego, CA2026-10-23
Beacon Financial Advisory LLC
2,156$419.5K0.1%ETFLowCleveland, OH2026-10-16
NTV Asset Management LLC
2,123$413.0K0.0%GrowthLowCharleston, WV2026-10-23
Greenspring Advisors, LLC
2,010$391.0K0.0%ETFVery LowTowson, MD2026-11-05
Riverbridge Partners LLC
1,948$378.9K0.0%GrowthLowMinneapolis, MN2026-11-05
Almanack Investment Partners, Llc.
1,683$327.4K0.0%ETFMediumNewtown Square, PA2026-11-03
Lynx Investment Advisory
1,602$311.7K0.1%ETFLowWashington, Dc, DC2026-10-27
Concord Wealth Partners
1,571$305.7K0.0%GrowthLowAbingdon, VA2026-11-02
Integrated Advisors Network LLC
1,553$302.1K0.0%GrowthMediumDallas, TX2026-10-20
Concord Asset Management, LLC
1,549$301.4K0.0%GrowthLowAbingdon, VA2026-11-02
Sharper & Granite LLC
1,525$217.0K0.1%ETFLowEl Segundo, CA2026-11-02
Allspring Global Investments Holdings, LLC
1,380$275.4K0.0%CoreMediumCharlotte, NC2026-11-04
Citigroup Inc
1,298$252.5K0.0%CoreMediumNew York, NY2026-11-04
Nautilus Advisors LLC
1,210$235.4K0.1%GrowthLowLa Jolla, CA2026-10-07
Commonwealth Equity Services, LLC
1,144$222.6K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
1,144$2230.0%ETFLowFairfield, IA2026-11-02
VestGen Advisors, LLC
1,074$208.9K0.0%GrowthMediumChicago, IL2026-10-27
GGM Financial LLC
874$170.0K0.1%ETFMediumColumbus, OH2026-11-05
WestEnd Advisors, LLC
809$157.5K0.0%ETFMediumCharlotte, NC2026-10-27
TD Private Client Wealth LLC
776$151.0K0.0%ETFLowNew York, NY2026-10-28
Fifth Third Bancorp
656$127.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Mondrian Investment Partners LTD
563$113.1K0.0%YieldMediumLondon, United Kingdom2026-10-23
IFP Advisors, Inc
511$99.4K0.0%GrowthLowTampa, FL2026-10-16
Canton Hathaway, LLC
423$82.3K0.0%ValueLowProvidence, RI2026-10-23
Simplex Trading, LLC
305$59.3K0.0%CoreVery HighChicago, IL2026-11-04
TD Waterhouse Canada Inc.
250$49.8K0.0%CoreLowToronto, Australia2026-10-16
Parallel Advisors, LLC
240$46.7K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
128$24.9K0.0%CoreLowCleveland, OH2026-10-20
Sherman Asset Management, Inc.
113$22.0K0.0%ETFLowVentura, CA2026-11-05
Bullock Wealth Management Group
107$21.4K0.0%GrowthLowBloomington, IN2026-10-09
NBH Bank
90$17.5K0.0%CoreN/AGreenwood Village, CO2026-11-05
Vision Financial Markets LLC
78$15.4K0.0%CoreLowStamford, CT2026-10-22
Farther Finance Advisors, LLC
77$15.0K0.0%IndexLowSan Francisco, CA2026-10-08
Nemes Rush Group LLC
62$12.1K0.0%CoreVery LowNovi, MI2026-11-04
Capital Investment Advisory Services, LLC
54$10.4K0.0%CoreMediumRaleigh, NC2026-10-30
US Bancorp \de\
52$10.1K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
51$9.9K0.0%ETFLowConcord, CA2026-10-21
Cassaday & Co Wealth Management LLC
50$9.7K0.0%ETFVery LowMclean, VA2026-10-27
Triumph Capital Management
35$6.8K0.0%ETFMediumDenver, CO2026-10-14
Joseph Group Capital Management
33$6.4K0.0%ETFLowColumbus, OH2026-11-04
Lanark Financial, Inc.
32$6.2K0.0%CoreMediumBirmingham, AL2026-10-26
Rossby Financial, LCC
30$5.8K0.0%ETFMediumMelbourne, FL2026-11-05
Central Pacific Bank - Trust Division
11$2.1K0.0%CoreMediumHonolulu, HI2026-10-06
Glass Jacobson Investment Advisors llc
10$1.9K0.0%ETFLowOwings Mills, MD2026-10-26
Cullen T Bankers, Inc.
6$1.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Golden State Wealth Management, LLC
2$3890.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Wealth Management, LLC
1$1940.0%Agg GrowthLowDallas, TX2026-11-03
Blue Trust, Inc.
1$2160.0%ETFLowBrentwood, TN2026-10-15