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SPDR S&P Software & Services ETF
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Overview Fund Activity

107 hedge funds and large institutions have $248M invested in SPDR S&P Software & Services ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
107
Holders Change
-7
Holders Change %
-6.14%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1M
2
EL
2
Essex LLC
Illinois
$2.97M
3
Wells Fargo
3
Wells Fargo
California
$8.25M
4
TF
4
Tandem Financial
Colorado
$3.39M
5
BlackRock
5
BlackRock
New York
$7.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6.07M
3
LPL Financial
3
LPL Financial
California
$23.5M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.31M 6,922 +4,810 +228%
JWCA
27
J.W. Coons Advisors
Ohio
$1.28M 6,730 +35 +0.5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.26M 6,625 +612 +10%
AAP
29
Arax Advisory Partners
Colorado
$925K 4,873 +364 +8%
DQRIM
30
Dale Q Rice Investment Management
Washington
$871K 4,607 -4,912 -52%
Citadel Advisors
31
Citadel Advisors
Florida
$834K 4,394 -2,561 -37%
LFAS
32
Level Four Advisory Services
Texas
$780K 4,107 -174 -4%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$739K 3,961 +1,072 +37%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$719K 3,789 +908 +32%
HIP
35
Harrell Investment Partners
Texas
$705K 3,713 +3,713 New
Osaic Holdings
36
Osaic Holdings
Arizona
$698K 3,688 -2,906 -44%
SWP
37
Stratos Wealth Partners
Ohio
$672K 3,542 +3,542 New
QPW
38
Quantum Private Wealth
Florida
$580K 3,053 – –
AMI
39
Amica Mutual Insurance
Rhode Island
$574K 3,024 -735 -20%
KWA
40
Kingswood Wealth Advisors
California
$528K 2,783 -12 -0.4%
KFS
41
Kaizen Financial Strategies
California
$524K 2,760 – –
NAM
42
NTV Asset Management
West Virginia
$517K 2,723 -900 -25%
GEM
43
Global Endowment Management
North Carolina
$494K 2,600 -1,400 -35%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$437K 2,301 +95 +4%
SCP
45
Sivia Capital Partners
California
$420K 2,212 – –
RWB
46
RMR Wealth Builders
New Jersey
$407K 2,144 -9 -0.4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$406K 2,139 -19 -0.9%
Creative Planning
48
Creative Planning
Kansas
$393K 2,069 – –
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$388K 2,043 -506 -20%
RIS
50
Retirement Income Solutions
Michigan
$376K 1,979 +120 +6%
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