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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
FWP
101
FAS Wealth Partners
Kansas
$10.2K
NRG
102
Nemes Rush Group
Michigan
$8.83K
BWL
103
Bogart Wealth LLC
Virginia
$7.83K
US Bancorp
104
US Bancorp
Minnesota
$7.4K
CCWM
105
Cassaday & Co Wealth Management
Virginia
$7.12K +$8.05K +50 New
AssetMark Inc
106
AssetMark Inc
California
$6.12K
CFB
107
Cullen/Frost Bankers
Texas
$5.98K +$6.77K +42 New
NS
108
NBC Securities
Alabama
$4.55K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$3.56K
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$1.56K
CFO
111
CVA Family Office
Colorado
$1.42K
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$1.42K
MEG
113
Millstone Evans Group
Colorado
$427
GSWM
114
Golden State Wealth Management
California
$285
SAM
115
Smartleaf Asset Management
Massachusetts
$93
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
-$990K -5,210 Closed
WETS
117
Wealth Enhancement Trust Services
South Dakota
-$802K -4,284 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$593K -3,678 Closed
TRCT
119
Tower Research Capital (TRC)
New York
-$671K -3,588 Closed
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
-$667K -3,564 Closed
HIP
121
Harrell Investment Partners
Texas
-$657K -3,509 Closed
QPW
122
Quantum Private Wealth
Florida
-$559K -2,988 Closed
GEM
123
Global Endowment Management
North Carolina
-$487K -2,600 Closed
SCP
124
Sivia Capital Partners
California
-$359K -1,918 Closed
GCP
125
GSA Capital Partners
United Kingdom
-$329K -1,759 Closed

XSW Hedge Fund Activity: Q1 2026 in Review

113 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q1 2026, worth a combined $223M — down 6.7% from $239M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XSW positions and 22 closed out — a net gain of 6 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $71.3M. The largest seller was Bank of America, cutting an estimated $51.8M.

  • 113 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $223M of State Street SPDR S&P Software & Services ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Software & Services ETF positions in Q1 2026 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $71.3M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q1 2026 was Bank of America, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2026.