XSW Institutional Ownership & Shareholders
SPDR S&P SOFTWARE & SER ETF (XSW) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $267.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $92.71M, representing an estimated gain of +47.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
127
Total Reported Value
$267.17M
Largest Holder
Cwm, Llc
Largest Position
$62.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
158
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 | $92,709,434 | +$29,772,290 | +47.30% | |
| Morgan Stanley | 0.00% | 272,871 | $46,882,101 | $57,193,762 | +$10,311,661 | +21.99% | |
| Kingsview Wealth Management, Llc | 0.23% | 108,897 | $18,709,354 | $22,824,811 | +$4,115,457 | +22.00% | |
| Mcguire Investment Group, Llc | 1.17% | 67,272 | $13,087,095 | $14,100,211 | +$1,013,116 | +7.74% | |
| Lpl Financial Llc | 0.00% | 74,426 | $12,787,022 | $15,599,690 | +$2,812,668 | +22.00% | |
| Wells Fargo & Company/Mn | 0.00% | 65,753 | $11,296,792 | $13,781,829 | +$2,485,037 | +22.00% | |
| Raymond James Financial Inc | 0.00% | 57,257 | $9,837,268 | $12,001,067 | +$2,163,799 | +22.00% | |
| Bank Of America Corp | 0.00% | 43,389 | $7,454,550 | $9,094,334 | +$1,639,784 | +22.00% | |
| Jpmorgan Chase & Co | 0.00% | 42,363 | $7,219,926 | $8,879,285 | +$1,659,359 | +22.98% | |
| Ubs Group Ag | 0.00% | 39,017 | $6,703,432 | $8,177,963 | +$1,474,531 | +22.00% | |
| Fifth Third Securities, Inc. | 0.28% | 28,167 | $5,479,791 | $5,903,803 | +$424,012 | +7.74% | |
| Goldman Sachs Group Inc | 0.00% | 27,245 | $4,680,904 | $5,710,552 | +$1,029,648 | +22.00% | |
| Royal Bank Of Canada | 0.00% | 25,120 | $4,315,000 | $5,265,152 | +$950,152 | +22.02% | |
| Performa Ltd (Us), Llc | 0.61% | 22,000 | $3,779,772 | $4,611,200 | +$831,428 | +22.00% | |
| Ieq Capital, Llc | 0.02% | 20,844 | $3,581,162 | $4,368,902 | +$787,740 | +22.00% | |
| Bnp Paribas Financial Markets | 0.00% | 19,700 | $3,384,614 | $4,129,120 | +$744,506 | +22.00% | |
| Essex Llc | 0.47% | 16,010 | $3,114,585 | $3,355,696 | +$241,111 | +7.74% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,618 | $2,511,486 | $3,063,933 | +$552,447 | +22.00% | |
| Susquehanna International Group, Llp | 0.00% | 12,766 | $2,193,298 | $2,675,754 | +$482,456 | +22.00% | |
| Tower Research Capital Llc (Trc) | 0.05% | 11,905 | $2,045,372 | $2,495,288 | +$449,916 | +22.00% | |
| Stifel Financial Corp | 0.00% | 11,388 | $1,956,546 | $2,386,925 | +$430,379 | +22.00% | |
| Arax Advisory Partners | 0.01% | 10,274 | $1,765,036 | $2,153,430 | +$388,394 | +22.00% | |
| Osaic Holdings, Inc. | 0.00% | 10,112 | $1,737,449 | $2,119,475 | +$382,026 | +21.99% | |
| Mml Investors Services, Llc | 0.00% | 8,955 | $1,538,483 | $1,876,968 | +$338,485 | +22.00% | |
| Corient Private Wealth Llc | 0.00% | 8,778 | $1,508,130 | $1,839,869 | +$331,739 | +22.00% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.00% | 8,000 | $1,374,461 | $1,676,800 | +$302,339 | +22.00% | |
| Nfsg Corp | 0.15% | 6,548 | $1,273,893 | $1,372,461 | +$98,568 | +7.74% | |
| Harding Loevner Lp | 0.01% | 5,609 | $1,025,036 | $1,175,646 | +$150,610 | +14.69% | |
| Envestnet Asset Management Inc | 0.00% | 5,760 | $989,570 | $1,207,296 | +$217,726 | +22.00% | |
| Arlington Financial Advisors, Llc | 0.11% | 4,651 | $904,806 | $974,850 | +$70,044 | +7.74% | |
| Kestra Advisory Services, Llc | 0.00% | 4,440 | $863,758 | $930,624 | +$66,866 | +7.74% | |
| Bawa N Mallick Trust | 0.26% | 4,680 | $804,061 | $980,928 | +$176,867 | +22.00% | |
| Hrt Financial Lp | 0.00% | 4,353 | $747,000 | $912,389 | +$165,389 | +22.14% | |
| Cetera Investment Advisers | 0.00% | 4,254 | $730,866 | $891,638 | +$160,772 | +22.00% | |
| Composition Wealth, Llc | 0.01% | 4,071 | $699,430 | $853,282 | +$153,852 | +22.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,063 | $698,055 | $851,605 | +$153,550 | +22.00% | |
| High Point Wealth Management, Llc | 0.48% | 3,385 | $581,486 | $709,496 | +$128,010 | +22.01% | |
| Kaizen Financial Strategies | 0.22% | 2,885 | $561,248 | $604,696 | +$43,448 | +7.74% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | 2,734 | $531,871 | $573,046 | +$41,175 | +7.74% | |
| Dale Q Rice Investment Management Ltd | 0.29% | 2,709 | $526,995 | $567,806 | +$40,811 | +7.74% | |
| Grant Private Wealth Management Inc | 0.24% | 2,696 | $524,480 | $565,082 | +$40,602 | +7.74% | |
| Amica Mutual Insurance Co | 0.04% | 3,024 | $520,000 | $633,830 | +$113,830 | +21.89% | |
| Jane Street Group, Llc | 0.00% | 2,927 | $502,881 | $613,499 | +$110,618 | +22.00% | |
| Ameriprise Financial Inc | 0.00% | 2,824 | $485,222 | $591,910 | +$106,688 | +21.99% | |
| Mai Capital Management | 0.00% | 2,747 | $471,957 | $575,771 | +$103,814 | +22.00% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 2,575 | $442,181 | $539,720 | +$97,539 | +22.06% | |
| Creative Planning | 0.00% | 2,244 | $436,549 | $470,342 | +$33,793 | +7.74% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 2,182 | $424,486 | $457,347 | +$32,861 | +7.74% | |
| Disciplined Investors, L.L.C. | 0.21% | 2,464 | $423,334 | $516,454 | +$93,120 | +22.00% | |
| Beacon Financial Advisory Llc | 0.08% | 2,156 | $419,491 | $451,898 | +$32,407 | +7.73% |
Frequently asked questions about XSW
Who are the largest institutional holders of XSW?
The largest institutional holders of XSW reported in the latest SEC Form 13F filings include Cwm, Llc, Morgan Stanley, Kingsview Wealth Management, Llc, Mcguire Investment Group, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XSW position.
What is XSW institutional ownership?
This page tracks XSW positions reported by institutional investment managers through SEC Form 13F. SPDR S&P SOFTWARE & SER ETF (XSW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSW?
InsiderSet currently tracks 127 institutional managers reporting XSW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XSW shareholders.
How much XSW stock do institutions own?
Institutional investment managers disclosed approximately $267.17M in XSW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSW institutional ownership last updated?
The latest XSW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XSW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XSW position after the reporting date.
Are institutions buying or selling XSW?
Institutional buying and selling can be analyzed by comparing XSW positions across consecutive 13F reporting periods. InsiderSet's XSW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSW ownership changes.
How has XSW institutional ownership changed over time?
InsiderSet tracks XSW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.