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State Street SPDR S&P Software & Services ETF

110 hedge funds and large institutions have $240M invested in State Street SPDR S&P Software & Services ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $198M → $240M (+$42.5M)

21% more funds holding

Funds holding: 91110 (+19)

4.78% less ownership

Funds ownership: 53.45%48.67% (-4.8%)

17% less call options, than puts

Call options by funds: $378K | Put options by funds: $454K

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
22
Reduced
31
Closed
9
Calls
$378K
Puts
$454K
Net Calls
-$76K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.25M +$19.2K +106 +2%
JWCA
27
J.W. Coons Advisors
Ohio
$1.23M -$39.9K -220 -3%
LFAS
28
Level Four Advisory Services
Texas
$1.2M -$25.9K -143 -2%
TSS
29
Two Sigma Securities
New York
$1.09M +$1.04M +5,760 New
TF
30
Tandem Financial
Colorado
$1M +$963K +5,309 New
Citadel Advisors
31
Citadel Advisors
Florida
$907K -$456K -2,512 -34%
Osaic Holdings
32
Osaic Holdings
Arizona
$824K +$164K +904 +26%
BNMT
33
Bawa N Mallick Trust
New York
$786K +$754K +4,160 New
AMI
34
Amica Mutual Insurance
Rhode Island
$783K -$705K -3,887 -48%
NAM
35
NTV Asset Management
West Virginia
$760K -$45.7K -252 -6%
GEM
36
Global Endowment Management
North Carolina
$756K
FIA
37
Foundations Investment Advisors
Arizona
$700K +$672K +3,704 New
GPWM
38
Grant Private Wealth Management
California
$699K +$671K +3,701 New
QPW
39
Quantum Private Wealth
Florida
$577K
FFS
40
Founders Financial Securities
Maryland
$514K +$493K +2,718 New
BFA
41
Beacon Financial Advisory
Ohio
$509K
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$496K +$9.61K +53 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$486K -$127K -698 -21%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$465K +$139K +767 +45%
KWA
45
Kingswood Wealth Advisors
California
$451K -$53.9K -297 -11%
SCP
46
Sivia Capital Partners
California
$430K
Creative Planning
47
Creative Planning
Kansas
$415K +$1.27K +7 +0.3%
Citigroup
48
Citigroup
New York
$399K -$90.7K -500 -19%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$398K +$363 +2 +0.1%
MCC
50
Money Concepts Capital
Florida
$387K -$41.5K -229 -10%

XSW Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q4 2024, worth a combined $240M — up 22% from $198M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XSW positions and 9 closed out — a net gain of 21 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was New Harbor Financial Group, exiting entirely with an estimated $11.8M sold.

  • 110 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $240M of State Street SPDR S&P Software & Services ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Software & Services ETF positions in Q4 2024 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $10.9M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q4 2024 was New Harbor Financial Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.