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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
Comerica Bank
76
Comerica Bank
Texas
$59.9K
MCM
77
MAI Capital Management
Ohio
$56.7K +$54.4K +300 New
SWM
78
Spire Wealth Management
Virginia
$48.1K
WT
79
Whittier Trust
California
$39.7K
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$37.8K
JFA
81
JNBA Financial Advisors
Minnesota
$37.8K +$36.3K +200 New
T
82
Tidemark
California
$36.5K -$4.35K -24 -11%
AF
83
Advisornet Financial
Minnesota
$35.9K
AssetMark Inc
84
AssetMark Inc
California
$35.1K +$7.8K +43 +30%
FFA
85
Farther Finance Advisors
California
$33.1K -$27.2K -150 -46%
OP
86
ORG Partners
Indiana
$31.2K
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$27.6K -$43.2K -238 -62%
KWM
88
Kiker Wealth Management
Georgia
$26.8K +$25.8K +142 New
FWP
89
FAS Wealth Partners
Kansas
$22.3K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$21.7K
PS
91
Principal Securities
Iowa
$20.8K
NA
92
NewEdge Advisors
Louisiana
$18.9K
William Blair & Company
93
William Blair & Company
Illinois
$18.9K +$14.7K +81 +426%
BOJHT
94
Bank of Jackson Hole Trust
Wyoming
$17K +$16.3K +90 New
AAP
95
Arax Advisory Partners
Colorado
$16.9K
AWM
96
AE Wealth Management
Kansas
$16.4K +$15.8K +87 New
HR
97
Howe & Rusling
New York
$15.9K -$8.34K -46 -35%
VFM
98
Vision Financial Markets
Connecticut
$14.6K +$14K +77 New
RP
99
Rice Partnership
Hawaii
$14.3K
NRG
100
Nemes Rush Group
Michigan
$11.7K

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.