Who owns XSW?
State Street SPDR S&P Software & Services ETF · State Street
132 institutions reported holding XSW, worth $203.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $46.9M | 272,871 | +28,432 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $18.7M | 108,897 | +1,712 shares |
| LPL Financial LLC | Fort Mill, SC | $12.8M | 74,426 | −26,039 shares |
| McGuire Investment Group, LLC | Wakefield, RI | $11.4M | 66,496 | +210 shares |
| Wells Fargo & Company | San Francisco, CA | $11.3M | 65,753 | +42,293 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.8M | 57,257 | +29,694 shares |
| Bank of America Corp. | Charlotte, NC | $7.5M | 43,389 | −22,050 shares |
| JPMorgan Chase & Co | New York, NY | $7.2M | 42,363 | +30,452 shares |
| UBS Group AG | Zurich, Switzerland | $6.7M | 39,017 | −1,927 shares |
| Fifth Third Securities, Inc. | Cincinnati, OH | $5.3M | 30,962 | +463 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XSW?
132 institutional managers reported holding XSW in Form 13F filings for June 30, 2026, worth $203.9M in total. The largest reported position was held by Morgan Stanley, at $46.9M.
Did institutions buy or sell XSW last quarter?
Reported 13F value rose 27.8% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XSW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.