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SPDR S&P Software & Services ETF
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Overview Fund Activity

107 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, 45 reducing their positions, and 14 closing their positions.

Holders
107
Holders Change
-7
Holders Change %
-6.14%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1M
2
EL
2
Essex LLC
Illinois
$2.97M
3
Wells Fargo
3
Wells Fargo
California
$8.25M
4
TF
4
Tandem Financial
Colorado
$3.39M
5
BlackRock
5
BlackRock
New York
$7.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6.07M
3
LPL Financial
3
LPL Financial
California
$23.5M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Beacon Financial Advisory
Ohio
$360K 1,895 -951 -33%
MCC
52
Money Concepts Capital
Florida
$348K 1,833 -144 -7%
VFG
53
V2 Financial group
Illinois
$342K 1,800 – –
SS
54
Sunbelt Securities
Texas
$334K 1,767 -275 -13%
Truist Financial
55
Truist Financial
North Carolina
$302K 1,591 – –
AWA
56
Arkadios Wealth Advisors
Georgia
$302K 1,590 – –
MAM
57
MWA Asset Management
Massachusetts
$283K 1,489 +1,489 New
IA
58
IFP Advisors
Florida
$282K 1,486 +89 +6%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$254K 1,338 +1,338 New
PPC
60
Pennington Partners & Co
Maryland
$249K 1,312 – –
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$245K 1,289 – –
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$231K 1,216 -40 -3%
HF
63
HRT Financial
New York
$229K 1,211 -1,385 -53%
CIS
64
Custom Index Systems
New York
$227K 1,197 +1,197 New
CBA
65
Coastal Bridge Advisors
Connecticut
$222K 1,168 -205 -15%
RAM
66
Ramirez Asset Management
New York
$190K 1,000 – –
SAM
67
Sherman Asset Management
California
$181K 955 -307 -24%
AUB
68
Atlantic Union Bankshares
Virginia
$147K 773 +773 New
IWA
69
Icon Wealth Advisors
Texas
$115K 604 +604 New
HNB
70
Huntington National Bank
Ohio
– – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$89.6K 472 -128 -21%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$85K 448 -350 -44%
CH
73
Canton Hathaway
Rhode Island
$80K 423 – –
MCM
74
MAI Capital Management
Ohio
$56.9K 300 – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$56.9K 300 -240 -44%
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3
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