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State Street SPDR S&P Software & Services ETF
XSW

82 hedge funds and large institutions have $97.2M invested in State Street SPDR S&P Software & Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

187% more call options, than puts

Call options by funds: $566K | Put options by funds: $197K

28% more capital invested

Capital invested by funds: $76M → $97.2M (+$21.3M)

9% more funds holding

Funds holding: 75 → 82 (+7)

4.59% more ownership

Funds ownership: 37.8% → 42.39% (+4.6%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
30
Closed
4
Calls
$566K
Puts
$197K
Net Calls
+$369K
Net Calls Change
+$186K

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.34M
2
MCC
Money Concepts Capital
Florida
+$4.11M
3
EF
Empowered Funds
Pennsylvania
+$4.03M
4
Morgan Stanley
Morgan Stanley
New York
+$3.15M
5
Ameriprise
Ameriprise
Minnesota
+$2.52M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.46M
2
TC
Telemus Capital
Michigan
-$499K
3
UBS Group
UBS Group
Switzerland
-$371K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$344K
5
Wells Fargo
Wells Fargo
California
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$574K -$46K -387 -8%
HGERS
27
Householder Group Estate & Retirement Specialist
Arizona
$573K +$553K +4,656 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$493K -$17.3K -146 -4%
GEM
29
Global Endowment Management
North Carolina
$492K – – –
IWM
30
IHT Wealth Management
Illinois
$485K +$218K +1,833 +87%
MML Investors Services
31
MML Investors Services
Massachusetts
$416K -$26.7K -225 -6%
MCC
32
Money Concepts Capital
Florida
$413K +$4.11M +34,571 +1,668%
TC
33
Telemus Capital
Michigan
$395K -$499K -4,200 -57%
QPW
34
Quantum Private Wealth
Florida
$391K +$58.1K +489 +18%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$327K -$163K -1,373 -34%
X
36
Xponance
Pennsylvania
$314K -$34.2K -288 -10%
Citigroup
37
Citigroup
New York
$297K -$50.5K -425 -15%
NAM
38
NTV Asset Management
West Virginia
$286K – – –
NLG
39
New Legacy Group
New York
$283K – – –
KWM
40
Kingsview Wealth Management
Oregon
$275K +$265K +2,232 New
Creative Planning
41
Creative Planning
Kansas
$269K – – –
CIA
42
Caerus Investment Advisors
Texas
$257K +$248K +2,090 New
BFA
43
Beacon Financial Advisory
Ohio
$256K +$247K +2,079 New
KFS
44
Kaizen Financial Strategies
California
$253K -$35.2K -296 -13%
SS
45
Sunbelt Securities
Texas
$252K – – –
PSCM
46
Per Stirling Capital Management
Texas
$251K +$238 +2 +0.1%
Marshall Wace
47
Marshall Wace
United Kingdom
$245K -$101K -850 -30%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$237K – – –
Truist Financial
49
Truist Financial
North Carolina
$230K -$129K -1,085 -37%
TW
50
TrinityPoint Wealth
Connecticut
$226K +$218K +1,834 New
1
2
3 4

XSW Hedge Fund Activity: Q1 2023 in Review

82 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q1 2023, worth a combined $97.2M — up 28% from $76M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XSW positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.34M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $4.46M sold.

  • 82 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $97.2M of State Street SPDR S&P Software & Services ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Software & Services ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q1 2023 was LPL Financial, an estimated $4.34M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $4.46M sold.

Based on aggregated 13F filings for Q1 2023.