We are live on ! Find out more
XSW icon

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
BWL
101
Bogart Wealth LLC
Virginia
$10.4K
US Bancorp
102
US Bancorp
Minnesota
$9.83K
FDW
103
Fourth Dimension Wealth
Ohio
$9.45K
HI
104
Harbour Investments
Wisconsin
$7.56K
AG
105
AmeriFlex Group
Nevada
$5.25K +$4.9K +27 New
CWP
106
Concord Wealth Partners
Virginia
$3.97K +$3.81K +21 New
CPBTD
107
Central Pacific Bank - Trust Division
Hawaii
$2.08K
C
108
Covestor
United Kingdom
$2K +$1.81K +10 New
CFO
109
CVA Family Office
Colorado
$1.89K +$1.81K +10 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$1.51K +$1.45K +8 New
GSWM
111
Golden State Wealth Management
California
$378 +$363 +2 New
HNB
112
Huntington National Bank
Ohio
$189
PA
113
Parallel Advisors
California
$54 -$15.4K -85 Closed
NHFG
114
New Harbor Financial Group
Massachusetts
-$11.8M -73,613 Closed
Prudential Financial
115
Prudential Financial
New Jersey
-$1.02M -6,366 Closed
Jane Street
116
Jane Street
New York
-$805K -5,012 Closed
IWM
117
IHT Wealth Management
Illinois
-$732K -4,558 Closed
BRWA
118
B. Riley Wealth Advisors
Florida
-$245K -1,541 Closed
WWM
119
Western Wealth Management
Colorado
-$223K -1,386 Closed
VCM
120
Versant Capital Management
Arizona
-$80.3K -500 Closed
NS
121
NBC Securities
Alabama
-$17K -109 Closed

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.