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State Street SPDR S&P Software & Services ETF

113 hedge funds and large institutions have $223M invested in State Street SPDR S&P Software & Services ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

4% more funds holding

Funds holding: 109113 (+4)

2.99% more ownership

Funds ownership: 55.01%58% (+3%)

7% less capital invested

Capital invested by funds: $239M → $223M (-$16.1M)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

36% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $2.15M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
24
Reduced
31
Closed
22
Calls
$1.37M
Puts
$2.15M
Net Calls
-$783K
Net Calls Change
-$727K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$336K -$51.4K -319 -12%
Creative Planning
52
Creative Planning
Kansas
$319K
BFA
53
Beacon Financial Advisory
Ohio
$307K +$21.4K +133 +7%
P
54
&Partners
Tennessee
$301K -$35.4K -220 -9%
SS
55
Sunbelt Securities
Texas
$291K
GA
56
Greenspring Advisors
Maryland
$286K +$324K +2,010 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$280K -$210K -1,302 -39%
VFG
58
V2 Financial group
Illinois
$270K
LFAS
59
Level Four Advisory Services
Texas
$254K +$967 +6 +0.3%
RIS
60
Retirement Income Solutions
Michigan
$242K -$44.3K -275 -14%
MAM
61
MWA Asset Management
Massachusetts
$230K -$35.4K -220 -12%
Citigroup
62
Citigroup
New York
$229K +$73.8K +458 +40%
AWA
63
Arkadios Wealth Advisors
Georgia
$218K +$16.1K +100 +7%
SG
64
Sharper & Granite
California
$217K +$246K +1,525 New
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$216K +$37.1K +230 +18%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$216K -$18.4K -114 -7%
BlackRock
67
BlackRock
New York
$161K +$7.57K +47 +4%
GF
68
GGM Financials
Ohio
$159K +$179K +1,114 New
UBS AM
69
UBS AM
Illinois
$147K +$88.3K +548 +113%
IA
70
IFP Advisors
Florida
$121K -$44.3K -275 -25%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$115K +$130K +806 New
TPCW
72
TD Private Client Wealth
New York
$110K +$125K +776 New
ASN
73
Advisory Services Network
Georgia
$102K +$115K +716 New
AUB
74
Atlantic Union Bankshares
Virginia
$95.8K
RAM
75
Ramirez Asset Management
New York
$85.4K -$64.4K -400 -40%