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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+2,043—2,043$382.32KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+19,089—19,089$3.57MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+33,215—33,215$6.22MQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+1,168—1,168$218.58KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+100—100$18.71KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+387,128—387,128$72.45MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+27,614—27,614$5.17MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+11,424—11,424$2.14MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+6,125—6,125$1.15MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+3,678—3,678$688.30KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+3,588—3,588$671.46KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+3,359—3,359$628.60KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+3,325—3,325$622.24KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+3,004—3,004$562.18KQ4 2025Feb 17, 2026
&PartnersBuy+2,341—2,341$438.10KQ4 2025Feb 17, 2026
Creative PlanningBuy+2,242—2,242$419.57KQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+2,023—2,023$378.64KQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+1,312—1,312$245.53KQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+1,289—1,289$241.22KQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+459—459$85.90KQ4 2025Feb 17, 2026
Fmr LlcBuy+307—307$57.51KQ4 2025Feb 17, 2026
Angeles Wealth Management, LlcBuy+250—250$46.78KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+200—200$37.42KQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+100—100$18.71KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+50—50$9.36KQ4 2025Feb 17, 2026
Morgan StanleyBuy+185,153—185,153$34.65MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+53,660—53,660$10.04MQ4 2025Feb 13, 2026
Ieq Capital, LlcBuy+20,777—20,777$3.89MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+18,658—18,658$3.49MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+14,634—14,634$2.74MQ4 2025Feb 13, 2026
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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.