SPDR S&P SOFTWARE & SER ETF (XSW) Top Institutional Shareholders
SPDR S&P SOFTWARE & SER ETF (XSW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $218.07M in XSW holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of XSW tracked by InsiderSet, reporting ownership valued at approximately $62.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $71.78M, representing an estimated gain of +14.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed XSW value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Morgan Stanley, Kingsview Wealth Management, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P SOFTWARE & SER ETF (XSW).
This page ranks the largest institutional XSW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
114
Total Reported Value
$218.07M
Largest Holder
Cwm, Llc
Largest Position
$62.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
138
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.17% | 442,316 | $62,937,144 | $71,783,464 | +$8,846,320 | +14.06% | |
| Morgan Stanley | 0.00% | 244,439 | $34,781,533 | $39,670,005 | +$4,888,472 | +14.05% | |
| Kingsview Wealth Management, Llc | 0.21% | 107,185 | $15,251,354 | $17,395,054 | +$2,143,700 | +14.06% | |
| Lpl Financial Llc | 0.00% | 100,465 | $14,295,207 | $16,304,465 | +$2,009,258 | +14.06% | |
| Mcguire Investment Group, Llc | 1.07% | 66,286 | $9,431,835 | $10,757,555 | +$1,325,720 | +14.06% | |
| Bank Of America Corp | 0.00% | 65,439 | $9,311,315 | $10,620,095 | +$1,308,780 | +14.06% | |
| Ubs Group Ag | 0.00% | 40,944 | $5,825,922 | $6,644,802 | +$818,880 | +14.06% | |
| Fifth Third Securities, Inc. | 0.28% | 30,499 | $4,339,836 | $4,949,683 | +$609,847 | +14.05% | |
| Raymond James Financial Inc | 0.00% | 27,563 | $3,921,938 | $4,473,199 | +$551,261 | +14.06% | |
| Performa Ltd (Us), Llc | 0.87% | 27,000 | $3,841,830 | $4,381,830 | +$540,000 | +14.06% | |
| Royal Bank Of Canada | 0.00% | 24,558 | $3,495,000 | $3,985,518 | +$490,518 | +14.03% | |
| Wells Fargo & Company/Mn | 0.00% | 23,460 | $3,338,053 | $3,807,323 | +$469,270 | +14.06% | |
| Ieq Capital, Llc | 0.01% | 20,844 | $2,965,893 | $3,382,773 | +$416,880 | +14.06% | |
| Tandem Financial, Llc | 0.93% | 19,355 | $2,754,045 | $3,141,123 | +$387,078 | +14.05% | |
| American State Bank (Iowa) | 0.07% | 17,150 | $2,424,062 | $2,783,274 | +$359,212 | +14.82% | |
| Mml Investors Services, Llc | 0.01% | 15,492 | $2,204,412 | $2,514,197 | +$309,785 | +14.05% | |
| Essex Llc | 0.39% | 15,356 | $2,185,005 | $2,492,125 | +$307,120 | +14.06% | |
| Stifel Financial Corp | 0.00% | 13,555 | $1,928,747 | $2,199,841 | +$271,094 | +14.06% | |
| Composition Wealth, Llc | 0.03% | 13,471 | $1,916,787 | $2,186,209 | +$269,422 | +14.06% | |
| Hightower Advisors, Llc | 0.00% | 13,309 | $1,893,795 | $2,159,918 | +$266,123 | +14.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,763 | $1,816,048 | $2,071,307 | +$255,259 | +14.06% | |
| Jane Street Group, Llc | 0.00% | 10,309 | $1,466,868 | $1,673,048 | +$206,180 | +14.06% | |
| Goldman Sachs Group Inc | 0.00% | 10,266 | $1,460,749 | $1,666,069 | +$205,320 | +14.06% | |
| Envestnet Asset Management Inc | 0.00% | 10,021 | $1,425,834 | $1,626,308 | +$200,474 | +14.06% | |
| Bnp Paribas Financial Markets | 0.00% | 9,920 | $1,411,517 | $1,609,917 | +$198,400 | +14.06% | |
| Corient Private Wealth Llc | 0.00% | 9,541 | $1,302,862 | $1,548,409 | +$245,547 | +18.85% | |
| Osaic Holdings, Inc. | 0.00% | 8,118 | $1,155,157 | $1,317,470 | +$162,313 | +14.05% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.00% | 8,000 | $1,138,319 | $1,298,320 | +$160,001 | +14.06% | |
| Nfsg Corp | 0.17% | 7,071 | $1,006,185 | $1,147,553 | +$141,368 | +14.05% | |
| Arax Advisory Partners | 0.03% | 6,692 | $952,177 | $1,086,045 | +$133,868 | +14.06% | |
| Hsbc Holdings Plc | 0.00% | 5,900 | $842,099 | $957,511 | +$115,412 | +13.71% | |
| Clear Harbor Asset Management, Llc | 0.05% | 4,935 | $702,201 | $800,901 | +$98,700 | +14.06% | |
| Mwa Asset Management | 0.37% | 1,549 | $677,969 | $251,387 | -$426,582 | -62.92% | |
| Bawa N Mallick Trust | 0.24% | 4,160 | $591,926 | $675,126 | +$83,200 | +14.06% | |
| Lowe Brockenbrough & Co Inc | 0.03% | 4,145 | $589,792 | $672,692 | +$82,900 | +14.06% | |
| High Point Wealth Management, Llc | 0.56% | 4,067 | $578,672 | $660,033 | +$81,361 | +14.06% | |
| Ameriprise Financial Inc | 0.00% | 3,918 | $557,533 | $635,852 | +$78,319 | +14.05% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,843 | $546,820 | $623,680 | +$76,860 | +14.06% | |
| Belvedere Trading Llc | 0.07% | 3,799 | $540,560 | $616,540 | +$75,980 | +14.06% | |
| Cetera Investment Advisers | 0.00% | 3,700 | $526,470 | $600,473 | +$74,003 | +14.06% | |
| Dale Q Rice Investment Management Ltd | 0.39% | 3,596 | $511,718 | $583,595 | +$71,877 | +14.05% | |
| Vestgen Advisors, Llc | 0.01% | 3,106 | $484,629 | $504,073 | +$19,444 | +4.01% | |
| Grant Private Wealth Management Inc | 0.26% | 3,379 | $480,798 | $548,378 | +$67,580 | +14.06% | |
| Kaizen Financial Strategies | 0.18% | 2,735 | $414,079 | $443,863 | +$29,784 | +7.19% | |
| Iht Wealth Management, Llc | 0.01% | 2,875 | $409,113 | $466,584 | +$57,471 | +14.05% | |
| Kestra Advisory Services, Llc | 0.00% | 2,831 | $402,772 | $459,443 | +$56,671 | +14.07% | |
| Ntv Asset Management Llc | 0.04% | 2,823 | $401,685 | $458,145 | +$56,460 | +14.06% | |
| Mai Capital Management | 0.00% | 2,750 | $391,298 | $446,298 | +$55,000 | +14.06% | |
| Susquehanna International Group, Llp | 0.00% | 2,535 | $360,705 | $411,405 | +$50,700 | +14.06% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 2,360 | $335,804 | $383,004 | +$47,200 | +14.06% |
Frequently asked questions about XSW
Who owns the most XSW stock?
The largest holders of XSW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P SOFTWARE & SER ETF (XSW).
Is XSW widely held by superinvestors?
Many widely followed stocks like XSW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.