Who owns State Street SPDR S&P Software & Services ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of XSW from SEC Form 13F filings across 96 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 96 institutions disclosed 962,887 shares of State Street SPDR S&P Software & Services ETF worth $164.3M — about 43.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
96
13F holders
$164.3M
value, 2026 filers
43.8%
of shares outstanding (962,887 sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XSW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 272,871 | $46.9M | 0.0% | 12.4% | +11.6% |
| 2 | LPL Financial LLC | 74,426 | $12.8M | 0.0% | 3.4% | -25.9% |
| 3 | McGuire Investment Group, LLC | 66,496 | $11.4M | 1.0% | 3% | +0.3% |
| 4 | WELLS FARGO & COMPANY/MN | 65,753 | $11.3M | 0.0% | 3% | +180.3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 57,257 | $9.8M | 0.0% | 2.6% | +107.7% |
| 6 | BANK OF AMERICA CORP /DE/ | 43,389 | $7.5M | 0.0% | 2% | -33.7% |
| 7 | JPMORGAN CHASE & CO | 42,363 | $7.2M | 0.0% | 1.9% | +255.7% |
| 8 | UBS Group AG | 39,017 | $6.7M | 0.0% | 1.8% | -4.7% |
| 9 | GOLDMAN SACHS GROUP INC | 27,245 | $4.7M | 0.0% | 1.2% | +165.4% |
| 10 | ROYAL BANK OF CANADA | 25,120 | $4.3M | 0.0% | 1.1% | +2.3% |
| 11 | IEQ CAPITAL, LLC | 20,844 | $3.6M | 0.0% | 0.9% | 0.0% |
| 12 | BNP PARIBAS FINANCIAL MARKETS | 19,700 | $3.4M | 0.0% | 0.9% | +98.6% |
| 13 | Rockefeller Capital Management L.P. | 14,618 | $2.5M | 0.0% | 0.7% | +14.5% |
| 14 | HighTower Advisors, LLC | 13,929 | $2.4M | 0.0% | 0.6% | +4.7% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,766 | $2.2M | 0.0% | 0.6% | +403.6% |
| 16 | Tower Research Capital LLC (TRC)NEW | 11,905 | $2.0M | 0.1% | 0.5% | new |
| 17 | STIFEL FINANCIAL CORP | 11,388 | $2.0M | 0.0% | 0.5% | -16.0% |
| 18 | Arax Advisory Partners | 10,274 | $1.8M | 0.0% | 0.5% | +53.5% |
| 19 | OSAIC HOLDINGS, INC. | 10,112 | $1.7M | 0.0% | 0.5% | +24.6% |
| 20 | MML INVESTORS SERVICES, LLC | 8,955 | $1.5M | 0.0% | 0.4% | -42.2% |
| 21 | Corient Private Wealth LP | 8,458 | $1.5M | 0.0% | 0.4% | -11.4% |
| 22 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,000 | $1.4M | 0.0% | 0.4% | 0.0% |
| 23 | NFSG Corp | 6,727 | $1.2M | 0.1% | 0.3% | -4.9% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 5,760 | $989,570 | 0.0% | 0.3% | -42.5% |
| 25 | HRT FINANCIAL LPNEW | 4,353 | $747 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.