SS SPDR S&P SOFT & SERV ETF XSW
$176.45
-0.2% 52w: $135.97 – $205.24
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data135.97170.61205.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+4 QoQ
13F value
$222.8M
-6.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.6×
$1.4M calls / $2.1M puts
Institutional value by quarter
Number of holders
Who owns XSW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 442.3K | $62.9M | 0.2% | New |
| MORGAN STANLEY | Bank broker | 244.4K | $34.8M | 0.0% | +32.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 107.2K | $15.3M | 0.2% | New |
| LPL Financial LLC | Bank broker | 100.5K | $14.3M | 0.0% | -14.9% |
| McGuire Investment Group, LLC | Other | 66.3K | $9.4M | 1.1% | -0.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.4K | $9.3M | 0.0% | -83.1% |
| UBS Group AG | Bank broker | 40.9K | $5.8M | 0.0% | +4.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 39.4K | $5.6M | 0.0% | New |
| Fifth Third Securities, Inc. | Wealth advisor | 30.5K | $4.3M | 0.3% | +31.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 27.6K | $3.9M | 0.0% | -17.0% |
| Performa Ltd (US), LLC | Wealth advisor | 27.0K | $3.8M | 0.9% | New |
| ROYAL BANK OF CANADA | Bank broker | 24.6K | $3.5M | 0.0% | +300.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 23.5K | $3.3M | 0.0% | -56.3% |
| IEQ CAPITAL, LLC | Diversified mechanical | 20.8K | $3.0M | 0.0% | +0.3% |
| Tandem Financial, LLC | Wealth advisor | 19.4K | $2.8M | 0.9% | +264.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 15.5K | $2.2M | 0.0% | -17.0% |
| Essex LLC | Wealth advisor | 15.4K | $2.2M | 0.4% | -42.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 13.6K | $1.9M | 0.0% | -7.4% |
| Composition Wealth, LLC | Wealth advisor | 13.5K | $1.9M | 0.0% | +853.4% |
| HighTower Advisors, LLC | Diversified mechanical | 13.3K | $1.9M | 0.0% | +3.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 12.8K | $1.8M | 0.0% | +25426.0% |
| JPMORGAN CHASE & CO | Bank broker | 11.9K | $1.7M | 0.0% | -36.1% |
| JANE STREET GROUP, LLC | Market maker | 10.3K | $1.5M | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.3K | $1.5M | 0.0% | -0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 10.0K | $1.4M | 0.0% | +36.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 9.9K | $1.4M | 0.0% | New |
| Corient Private Wealth LLC | Diversified mechanical | 9.5K | $1.3M | 0.0% | -75.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 8.1K | $1.2M | 0.0% | -28.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 8.0K | $1.1M | 0.0% | New |
| NFSG Corp | Diversified mechanical | 7.1K | $1.0M | 0.2% | -3.5% |
| Arax Advisory Partners | Wealth advisor | 6.7K | $952K | 0.0% | +21.4% |
| HSBC HOLDINGS PLC | Bank broker | 5.9K | $842K | 0.0% | New |
| Clear Harbor Asset Management, LLC | Other | 4.9K | $702K | 0.0% | New |
| Bawa N Mallick Trust | Wealth advisor | 4.2K | $592K | 0.2% | Held |
| LOWE BROCKENBROUGH & CO INC | Other | 4.1K | $590K | 0.0% | New |
| High Point Wealth Management, LLC | Wealth advisor | 4.1K | $579K | 0.6% | -80.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.9K | $558K | 0.0% | -85.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 3.8K | $547K | 0.0% | +5.9% |
| Belvedere Trading LLC | Wealth advisor | 3.8K | $541K | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 3.7K | $526K | 0.0% | +23.2% |
| Dale Q Rice Investment Management Ltd | Wealth advisor | 3.6K | $512K | 0.4% | -12.4% |
| VestGen Advisors, LLC | Wealth advisor | 3.1K | $485K | 0.0% | New |
| Grant Private Wealth Management Inc ★2 | Fundamental diversified | 3.4K | $481K | 0.3% | -8.2% |
| AMICA MUTUAL INSURANCE CO | Other | 3.0K | $430K | 0.0% | Held |
| Kaizen Financial Strategies | Wealth advisor | 2.7K | $414K | 0.2% | +1.9% |
| IHT Wealth Management, LLC | Wealth advisor | 2.9K | $409K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 2.8K | $403K | 0.0% | +2.8% |
| NTV Asset Management LLC | Wealth advisor | 2.8K | $402K | 0.0% | +9.7% |
| MAI Capital Management | Wealth advisor | 2.8K | $391K | 0.0% | -35.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 2.5K | $361K | 0.0% | -24.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.