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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
RIS
51
Retirement Income Solutions
Michigan
$351K +$28.1K +155 +9%
VFG
52
V2 Financial group
Illinois
$340K
SS
53
Sunbelt Securities
Texas
$337K -$22.7K -125 -7%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$314K +$256K +1,410 +564%
Truist Financial
55
Truist Financial
North Carolina
$300K -$907 -5 -0.3%
IA
56
IFP Advisors
Florida
$264K -$74.4K -410 -23%
TW
57
TrinityPoint Wealth
Connecticut
$259K -$16.9K -93 -6%
AWA
58
Arkadios Wealth Advisors
Georgia
$256K -$6.17K -34 -2%
PPC
59
Pennington Partners & Co
Maryland
$248K +$238K +1,312 New
X
60
Xponance
Pennsylvania
$244K
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$244K -$208K -1,148 -47%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$240K -$4.9K -27 -2%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$240K +$230K +1,269 New
QC
64
Quadrature Capital
United Kingdom
$229K +$220K +1,212 New
GCP
65
GSA Capital Partners
United Kingdom
$226K +$217K +1,194 New
ASN
66
Advisory Services Network
Georgia
$201K +$193K +1,065 New
RAM
67
Ramirez Asset Management
New York
$189K
SAM
68
Sherman Asset Management
California
$168K +$161K +888 New
CWC
69
Carolinas Wealth Consulting
North Carolina
$147K +$4.53K +25 +3%
SSB
70
Sandy Spring Bank
Maryland
$146K
IWA
71
Icon Wealth Advisors
Texas
$114K +$110K +604 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$113K +$74.7K +412 +219%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$110K +$55.5K +306 +110%
ARMT
74
Amica Retiree Medical Trust
Rhode Island
$90K -$83.6K -461 -49%
CH
75
Canton Hathaway
Rhode Island
$80K

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.