Who Owns SPDR S&P SOFTWARE (XSW)? -- Institutional Holders (2026-06-30)
50 institutions reported holding $36.8M of SPDR S&P SOFTWARE (XSW) in SEC 13F filings for 2026-06-30. Largest institutional holders: McGuire Investment Group, LLC ($11.4M), Fifth Third Securities, Inc. ($5.3M), Belvedere Trading LLC ($5.0M), Performa Ltd (US), LLC ($3.8M), Essex LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | McGuire Investment Group, LLC | $11.4M | 66,496 | Added |
| 2 | Fifth Third Securities, Inc. | $5.3M | 30,962 | Added |
| 3 | Belvedere Trading LLC | $5.0M | 29,123 | Added |
| 4 | Performa Ltd (US), LLC | $3.8M | 22,000 | Trimmed |
| 5 | Essex LLC | $2.5M | 14,537 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $989,570 | 5,760 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $732,699 | 4,265 | Added |
| 8 | Miracle Mile Advisors, LLC | $699,430 | 4,071 | Trimmed |
| 9 | High Point Wealth Management, LLC | $581,486 | 3,385 | Trimmed |
| 10 | Grant Private Wealth Management Inc | $537,587 | 3,129 | Trimmed |
| 11 | Kaizen Financial Strategies | $474,601 | 2,685 | Trimmed |
| 12 | Sharper & Granite LLC | $442,405 | 2,575 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $422,000 | 2,454 | New |
| 14 | KINGSWOOD WEALTH ADVISORS, LLC | $394,471 | 2,296 | Trimmed |
| 15 | WARNER FINANCIAL, INC | $329,871 | 1,920 | New |
| 16 | Vertex Investment Solutions Co., Ltd. | $308,152 | 1,800 | New |
| 17 | MWA Asset Management | $296,086 | 1,723 | Added |
| 18 | CITIGROUP INC | $276,267 | 1,608 | Hold |
| 19 | Lynx Investment Advisory | $256,165 | 1,491 | New |
| 20 | Concord Asset Management, LLC/VA | $249,465 | 1,452 | New |
| 21 | Concord Wealth Partners | $249,465 | 1,452 | New |
| 22 | RETIREMENT INCOME SOLUTIONS, INC | $242,462 | 1,704 | Hold |
| 23 | Nautilus Advisors LLC | $209,804 | 1,185 | New |
| 24 | STEPHENS INC /AR/ | $206,513 | 1,202 | New |
| 25 | GGM Financials LLC | $181,944 | 1,059 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30