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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 %
VFG
51
V2 Financial group
Illinois
$340K 1,800 – –
SS
52
Sunbelt Securities
Texas
$337K 1,767 -125 -7%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$314K 1,660 +1,410 +564%
Truist Financial
54
Truist Financial
North Carolina
$300K 1,590 -5 -0.3%
IA
55
IFP Advisors
Florida
$264K 1,397 -410 -23%
TW
56
TrinityPoint Wealth
Connecticut
$259K 1,373 -93 -6%
AWA
57
Arkadios Wealth Advisors
Georgia
$256K 1,357 -34 -2%
PPC
58
Pennington Partners & Co
Maryland
$248K 1,312 +1,312 New
X
59
Xponance
Pennsylvania
$244K 1,292 – –
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$244K 1,289 -1,148 -47%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$240K 1,271 -27 -2%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$240K 1,269 +1,269 New
QC
63
Quadrature Capital
United Kingdom
$229K 1,212 +1,212 New
GCP
64
GSA Capital Partners
United Kingdom
$226K 1,194 +1,194 New
ASN
65
Advisory Services Network
Georgia
$201K 1,065 +1,065 New
RAM
66
Ramirez Asset Management
New York
$189K 1,000 – –
SAM
67
Sherman Asset Management
California
$168K 888 +888 New
CWC
68
Carolinas Wealth Consulting
North Carolina
$147K 780 +25 +3%
SSB
69
Sandy Spring Bank
Maryland
$146K 773 – –
IWA
70
Icon Wealth Advisors
Texas
$114K 604 +604 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$113K 600 +412 +219%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$110K 584 +306 +110%
ARMT
73
Amica Retiree Medical Trust
Rhode Island
$90K 477 -461 -49%
CH
74
Canton Hathaway
Rhode Island
$80K 423 – –
Comerica Bank
75
Comerica Bank
Texas
$59.9K 317 – –
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3
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