SPDR S&P SOFTWARE & SER ETF (XSW) Institutional Ownership Changes & 13F Activity
SPDR S&P SOFTWARE & SER ETF (XSW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Wells Fargo & Company/Mn, Raymond James Financial Inc, Morgan Stanley, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Sell | -763 | -8.0% | 8,778 | $1.51M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,712 | +1.6% | 108,897 | $18.71M | Q2 2026 | Aug 19, 2026 |
| Wells Fargo & Company/Mn | Buy | +42,293 | +180.3% | 65,753 | $11.30M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +29,694 | +107.7% | 57,257 | $9.84M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -22,050 | -33.7% | 43,389 | $7.45M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +16,979 | +165.4% | 27,245 | $4.68M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +10,231 | +403.6% | 12,766 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -7,382 | -71.6% | 2,927 | $502.88K | Q2 2026 | Aug 14, 2026 |
| Harding Loevner Lp | Buy | +5,609 | — | 5,609 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +4,353 | — | 4,353 | $747.00K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +2,824 | — | 2,824 | $485.22K | Q2 2026 | Aug 14, 2026 |
| Efg International Ag | Buy | +2,404 | — | 2,404 | $413.77K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,994 | +24.6% | 10,112 | $1.74M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,312 | — | 1,312 | $225.41K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -1,170 | -40.7% | 1,705 | $292.96K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +562 | +2.3% | 25,120 | $4.32M | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | Buy | +520 | +12.5% | 4,680 | $804.06K | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management Llc | Buy | +375 | — | 375 | $64.43K | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Sell | -344 | -4.9% | 6,727 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +256 | +12.7% | 2,279 | $381.87K | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +167 | — | 167 | $28.63K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -3 | -0.1% | 2,747 | $471.96K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +28,432 | +11.6% | 272,871 | $46.88M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +9,780 | +98.6% | 19,700 | $3.38M | Q2 2026 | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +2,575 | — | 2,575 | $442.18K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,927 | -4.7% | 39,017 | $6.70M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,855 | +14.5% | 14,618 | $2.51M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +287 | +59.8% | 767 | $131.78K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +220 | +5.7% | 4,063 | $698.05K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +42,363 | — | 42,363 | $7.22M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about XSW activity
Which institutional owners are buying XSW?
Institutional owners buying XSW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XSW activity?
"Buy" means an investor increased their reported position in XSW compared to the prior reporting period. This reflects growing exposure to SPDR S&P SOFTWARE & SER ETF (XSW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XSW increasing?
Institutional interest in XSW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.