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SPDR S&P Software & Services ETF
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Overview Fund Activity

108 hedge funds and large institutions have $248M invested in SPDR S&P Software & Services ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-6
Holders Change %
-5.26%
% 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
20
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.5M
2
EL
Essex LLC
Illinois
+$2.97M
3
Wells Fargo
Wells Fargo
California
+$2.88M
4
TF
Tandem Financial
Colorado
+$2.39M
5
BlackRock
BlackRock
New York
+$2.03M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.28M
3
LPL Financial
LPL Financial
California
-$3.59M
4
BAAM
Baker Avenue Asset Management
California
-$3.01M
5
KWM
Kingsview Wealth Management
Oregon
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.31M +$913K +4,810 +228%
JWCA
27
J.W. Coons Advisors
Ohio
$1.28M +$6.64K +35 +0.5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.26M +$116K +612 +10%
AAP
29
Arax Advisory Partners
Colorado
$925K +$69.1K +364 +8%
DQRIM
30
Dale Q Rice Investment Management
Washington
$871K -$928K -4,912 -52%
Citadel Advisors
31
Citadel Advisors
Florida
$834K -$486K -2,561 -37%
LFAS
32
Level Four Advisory Services
Texas
$780K -$33K -174 -4%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$739K +$200K +1,072 +37%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$719K +$172K +908 +32%
HIP
35
Harrell Investment Partners
Texas
$705K +$705K +3,713 New
Osaic Holdings
36
Osaic Holdings
Arizona
$698K -$550K -2,906 -44%
SWP
37
Stratos Wealth Partners
Ohio
$672K +$672K +3,542 New
QPW
38
Quantum Private Wealth
Florida
$580K – – –
AMI
39
Amica Mutual Insurance
Rhode Island
$574K -$140K -735 -20%
KWA
40
Kingswood Wealth Advisors
California
$528K -$2.28K -12 -0.4%
KFS
41
Kaizen Financial Strategies
California
$524K – – –
NAM
42
NTV Asset Management
West Virginia
$517K -$171K -900 -25%
GEM
43
Global Endowment Management
North Carolina
$494K -$266K -1,400 -35%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$457K -$614K -3,235 -57%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$437K +$18K +95 +4%
SCP
46
Sivia Capital Partners
California
$420K – – –
RWB
47
RMR Wealth Builders
New Jersey
$407K -$1.71K -9 -0.4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$406K -$3.61K -19 -0.9%
Creative Planning
49
Creative Planning
Kansas
$393K – – –
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$388K -$96K -506 -20%
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