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SPDR S&P Software & Services ETF
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Overview Fund Activity

109 hedge funds and large institutions have $239M invested in SPDR S&P Software & Services ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
22
Reduced
31
Closed
9
Calls
$378K
Puts
$454K
Net Calls
-$76K
Net Calls Change
-$76K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$11.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$5.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$5.12M
5
Bank of America
5
Bank of America
North Carolina
$81.9M

Top Sellers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.33M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.55M
4
BlackRock
4
BlackRock
New York
$5.02M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.25M 6,636 +106 +2%
JWCA
27
J.W. Coons Advisors
Ohio
$1.23M 6,495 -220 -3%
LFAS
28
Level Four Advisory Services
Texas
$1.2M 6,376 -143 -2%
TSS
29
Two Sigma Securities
New York
$1.09M 5,760 +5,760 New
TF
30
Tandem Financial
Colorado
$1M 5,309 +5,309 New
Citadel Advisors
31
Citadel Advisors
Florida
$907K 4,799 -2,512 -34%
Osaic Holdings
32
Osaic Holdings
Arizona
$824K 4,363 +904 +26%
AMI
33
Amica Mutual Insurance
Rhode Island
$783K 4,143 -3,887 -48%
NAM
34
NTV Asset Management
West Virginia
$760K 4,023 -252 -6%
GEM
35
Global Endowment Management
North Carolina
$756K 4,000 – –
FIA
36
Foundations Investment Advisors
Arizona
$700K 3,704 +3,704 New
GPWM
37
Grant Private Wealth Management
California
$699K 3,701 +3,701 New
QPW
38
Quantum Private Wealth
Florida
$577K 3,053 – –
FFS
39
Founders Financial Securities
Maryland
$514K 2,718 +2,718 New
BFA
40
Beacon Financial Advisory
Ohio
$509K 2,695 – –
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$496K 2,623 +53 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$486K 2,576 -698 -21%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$465K 2,462 +767 +45%
KWA
44
Kingswood Wealth Advisors
California
$451K 2,387 -297 -11%
SCP
45
Sivia Capital Partners
California
$430K 2,273 – –
Creative Planning
46
Creative Planning
Kansas
$415K 2,195 +7 +0.3%
Citigroup
47
Citigroup
New York
$399K 2,112 -500 -19%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$398K 2,105 +2 +0.1%
MCC
49
Money Concepts Capital
Florida
$387K 2,047 -229 -10%
RIS
50
Retirement Income Solutions
Michigan
$351K 1,859 +155 +9%
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