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State Street SPDR S&P Software & Services ETF

113 hedge funds and large institutions have $223M invested in State Street SPDR S&P Software & Services ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

4% more funds holding

Funds holding: 109113 (+4)

2.99% more ownership

Funds ownership: 55.01%58% (+3%)

7% less capital invested

Capital invested by funds: $239M → $223M (-$16.1M)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

36% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $2.15M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
24
Reduced
31
Closed
22
Calls
$1.37M
Puts
$2.15M
Net Calls
-$783K
Net Calls Change
-$727K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$1.41M +$1.6M +9,920 New
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.3M -$4.61M -28,637 -75%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.16M -$533K -3,306 -29%
DZ Bank
29
DZ Bank
Germany
$1.14M +$1.29M +8,000 New
NFSG
30
Newbridge Financial Services Group
Florida
$1.01M -$41.6K -258 -4%
AAP
31
Arax Advisory Partners
Colorado
$952K +$190K +1,179 +21%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$842K +$951K +5,900 New
CHAM
33
Clear Harbor Asset Management
Connecticut
$702K +$795K +4,935 New
BNMT
34
Bawa N Mallick Trust
New York
$592K
LBC
35
Lowe Brockenbrough & Co
Virginia
$590K +$668K +4,145 New
HPWM
36
High Point Wealth Management
New Jersey
$579K -$2.67M -16,550 -80%
Ameriprise
37
Ameriprise
Minnesota
$558K -$3.82M -23,696 -86%
SPIA
38
Steward Partners Investment Advisory
New York
$547K +$34.6K +215 +6%
Belvedere Trading
39
Belvedere Trading
Illinois
$541K +$612K +3,799 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$526K +$112K +696 +23%
DQRIM
41
Dale Q Rice Investment Management
Washington
$512K -$81.8K -508 -12%
VA
42
VestGen Advisors
Illinois
$485K +$500K +3,106 New
GPWM
43
Grant Private Wealth Management
California
$481K -$48.5K -301 -8%
AMI
44
Amica Mutual Insurance
Rhode Island
$430K
KFS
45
Kaizen Financial Strategies
California
$414K +$8.05K +50 +2%
IWM
46
IHT Wealth Management
Illinois
$409K +$463K +2,875 New
KAS
47
Kestra Advisory Services
Texas
$403K +$12.6K +78 +3%
NAM
48
NTV Asset Management
West Virginia
$402K +$40.3K +250 +10%
MCM
49
MAI Capital Management
Ohio
$391K -$241K -1,498 -35%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$361K -$133K -824 -25%

XSW Hedge Fund Activity: Q1 2026 in Review

113 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q1 2026, worth a combined $223M — down 6.7% from $239M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XSW positions and 22 closed out — a net gain of 6 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $71.3M. The largest seller was Bank of America, cutting an estimated $51.8M.

  • 113 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $223M of State Street SPDR S&P Software & Services ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Software & Services ETF positions in Q1 2026 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $71.3M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q1 2026 was Bank of America, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2026.