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State Street SPDR S&P Software & Services ETF

110 hedge funds and large institutions have $250M invested in State Street SPDR S&P Software & Services ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $246M → $250M (+$3.45M)

3.87% less ownership

Funds ownership: 53.72%49.85% (-3.9%)

5% less funds holding

Funds holding: 116110 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

51% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 45

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$1.31M +$825K +4,810 +228%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.3M +$42.2K +246 +4%
JWCA
28
J.W. Coons Advisors
Ohio
$1.28M +$6K +35 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.26M +$105K +612 +10%
AAP
30
Arax Advisory Partners
Colorado
$925K +$62.5K +364 +8%
DQRIM
31
Dale Q Rice Investment Management
Washington
$871K -$843K -4,912 -52%
Citadel Advisors
32
Citadel Advisors
Florida
$834K -$439K -2,561 -37%
BNMT
33
Bawa N Mallick Trust
New York
$790K
LFAS
34
Level Four Advisory Services
Texas
$780K -$29.9K -174 -4%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$739K +$184K +1,072 +37%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$719K +$156K +908 +32%
HIP
37
Harrell Investment Partners
Texas
$705K +$637K +3,713 New
SWP
38
Stratos Wealth Partners
Ohio
$672K +$608K +3,542 New
QPW
39
Quantum Private Wealth
Florida
$580K
AMI
40
Amica Mutual Insurance
Rhode Island
$574K -$126K -735 -20%
KWA
41
Kingswood Wealth Advisors
California
$528K -$2.06K -12 -0.4%
KFS
42
Kaizen Financial Strategies
California
$524K
NAM
43
NTV Asset Management
West Virginia
$517K -$154K -900 -25%
GEM
44
Global Endowment Management
North Carolina
$494K -$240K -1,400 -35%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$457K -$555K -3,235 -57%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$437K +$16.3K +95 +4%
SCP
47
Sivia Capital Partners
California
$420K
RWB
48
RMR Wealth Builders
New Jersey
$407K -$1.54K -9 -0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$406K -$3.26K -19 -0.9%
Creative Planning
50
Creative Planning
Kansas
$393K

XSW Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q2 2025, worth a combined $250M — up 1.4% from $246M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSW and 9 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $32.5M.

  • 110 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q2 2025, down from 116 in Q1 2025.
  • Funds reported $250M of State Street SPDR S&P Software & Services ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Software & Services ETF positions in Q2 2025 and 14 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.17M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q2 2025 was Bank of America, an estimated $32.5M sold.

Based on aggregated 13F filings for Q2 2025.