XSW icon

SPDR S&P Software & Services ETF
XSW

Overview Fund Activity

94 hedge funds and large institutions have $286M invested in SPDR S&P Software & Services ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
34
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.01M
3
Wells Fargo
3
Wells Fargo
California
$5.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.38M

Top Sellers

1
SMF
1
Sterling Manor Financial
New York
$360K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.03M
3
AssetMark Inc
3
AssetMark Inc
California
$85.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$1.43M 8,192 +2,843 +53%
FTUS
27
Flow Traders U.S.
New York
$1.42M 8,277 +8,277 New
William Blair & Company
28
William Blair & Company
Illinois
$1.32M 7,708 -60 -0.8%
BWL
29
Bogart Wealth LLC
Virginia
$1.3M 7,567 +7,567 New
BCM
30
Beaumont Capital Management
Massachusetts
$1.25M 7,267 +3,713 +104%
Prudential Financial
31
Prudential Financial
New Jersey
$1.04M 5,863 +2,099 +56%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$922K 5,374 +130 +2%
NFC
33
Northeast Financial Consultants
Connecticut
$873K 5,083 -480 -9%
KFS
34
Kaizen Financial Strategies
California
$850K 4,951 +4,951 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$816K 4,754 +499 +12%
X
36
Xponance
Pennsylvania
$688K 4,007 – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$674K 3,925 -50 -1%
BFA
38
Beaumont Financial Advisors
Massachusetts
$649K 3,780 +904 +31%
AWM
39
AE Wealth Management
Kansas
$642K 3,739 +3,739 New
TW
40
TrinityPoint Wealth
Connecticut
$619K 3,605 +3,605 New
ACP
41
Aveo Capital Partners
Colorado
$571K 3,324 +3,324 New
PWM
42
Peterson Wealth Management
Nevada
$559K 3,254 +375 +13%
ASN
43
Advisory Services Network
Georgia
$434K 2,527 – –
IWA
44
IBEX Wealth Advisors
New Jersey
$432K 2,519 +186 +8%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$429K 2,498 -718 -22%
MML Investors Services
46
MML Investors Services
Massachusetts
$418K 2,438 +23 +1%
Citigroup
47
Citigroup
New York
$415K 2,420 -1,855 -43%
CFO
48
Collective Family Office
Pennsylvania
$408K 2,375 -50 -2%
PAG
49
Private Advisor Group
New Jersey
$395K 2,302 -4,521 -66%
W
50
WealthOne
New York
$371K 2,163 -78 -3%
1
2
3 4