State Street SPDR S&P Software & Services ETF
XSW
82 hedge funds and large institutions have $97.5M invested in State Street SPDR S&P Software & Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
187% more call options, than puts
Call options by funds: $566K | Put options by funds: $197K
28% more capital invested
Capital invested by funds: $76M → $97.5M (+$21.5M)
9% more funds holding
Funds holding: 75 → 82 (+7)
4.59% more ownership
Funds ownership: 37.8% → 42.39% (+4.6%)
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.34M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.11M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.03M |
| 4 |
Morgan Stanley
New York
|
+$3.15M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$4.46M |
| 2 |
TC
Telemus Capital
Southfield,
Michigan
|
-$499K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$371K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$344K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$253K |
XSW Hedge Fund Activity: Q1 2023 in Review
82 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q1 2023, worth a combined $97.5M — up 28% from $76M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XSW positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.34M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $4.46M sold.
- 82 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q1 2023, up from 75 in Q4 2022.
- Funds reported $97.5M of State Street SPDR S&P Software & Services ETF stock for Q1 2023, up 28% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Software & Services ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P Software & Services ETF buyer in Q1 2023 was LPL Financial, an estimated $4.34M added.
- The largest State Street SPDR S&P Software & Services ETF seller in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $4.46M sold.
Based on aggregated 13F filings for Q1 2023.