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State Street SPDR S&P Software & Services ETF

110 hedge funds and large institutions have $250M invested in State Street SPDR S&P Software & Services ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $246M → $250M (+$3.45M)

3.87% less ownership

Funds ownership: 53.72%49.85% (-3.9%)

5% less funds holding

Funds holding: 116110 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

51% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 45

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
101
Bogart Wealth LLC
Virginia
$10.4K
US Bancorp
102
US Bancorp
Minnesota
$9.87K
AssetMark Inc
103
AssetMark Inc
California
$8.16K
AG
104
AmeriFlex Group
Nevada
$5.06K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$4.75K -$15.4K -90 -78%
TSMHT
106
Thurston Springer Miller Herd & Titak
Indiana
$2.28K -$498K -2,902 -100%
CPBTD
107
Central Pacific Bank - Trust Division
Hawaii
$2.09K
Simplex Trading
108
Simplex Trading
Illinois
$2K -$49.8K -290 -95%
CFO
109
CVA Family Office
Colorado
$1.9K
MEG
110
Millstone Evans Group
Colorado
$569
GSWM
111
Golden State Wealth Management
California
$380
PA
112
Parallel Advisors
California
$55
BAAM
113
Baker Avenue Asset Management
California
-$3.01M -18,800 Closed
HSBC Holdings
114
HSBC Holdings
United Kingdom
-$1.11M -7,000 Closed
GPWM
115
Grant Private Wealth Management
California
-$582K -3,641 Closed
FAIM
116
Financial Advocates Investment Management
Washington
-$571K -3,570 Closed
FIA
117
Foundations Investment Advisors
Arizona
-$435K -2,723 Closed
GSC
118
Ground Swell Capital
South Carolina
-$338K -2,115 Closed
Walleye Capital
119
Walleye Capital
New York
-$321K -2,006 Closed
GCP
120
GSA Capital Partners
United Kingdom
-$257K -1,606 Closed
X
121
Xponance
Pennsylvania
-$207K -1,292 Closed
CWC
122
Carolinas Wealth Consulting
North Carolina
-$125K -780 Closed
SW
123
SVB Wealth
Massachusetts
-$40.3K -252 Closed
FFA
124
Farther Finance Advisors
California
-$28.4K -175 Closed
SPIA
125
Steward Partners Investment Advisory
New York
-$12.1K -76 Closed

XSW Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q2 2025, worth a combined $250M — up 1.4% from $246M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSW and 9 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $32.5M.

  • 110 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q2 2025, down from 116 in Q1 2025.
  • Funds reported $250M of State Street SPDR S&P Software & Services ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Software & Services ETF positions in Q2 2025 and 14 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.17M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q2 2025 was Bank of America, an estimated $32.5M sold.

Based on aggregated 13F filings for Q2 2025.