State Street SPDR S&P Software & Services ETF
XSW
85 hedge funds and large institutions have $138M invested in State Street SPDR S&P Software & Services ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
12% more funds holding
Funds holding: 76 → 85 (+9)
1.83% more ownership
Funds ownership: 45.08% → 46.91% (+1.8%)
1% more capital invested
Capital invested by funds: $137M → $138M (+$1M)
26% less call options, than puts
Call options by funds: $571K | Put options by funds: $774K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.65M |
| 2 |
Morgan Stanley
New York
|
+$2.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.01M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.76M |
| 5 |
Belvedere Trading
Chicago,
Illinois
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.71M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$1.51M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
| 4 |
Two Sigma Investments
New York
|
-$1.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$737K |
XSW Hedge Fund Activity: Q3 2023 in Review
85 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q3 2023, worth a combined $138M — up 0.73% from $137M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XSW positions and 8 closed out — a net gain of 9 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.65M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $2.71M sold.
- 85 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q3 2023, up from 76 in Q2 2023.
- Funds reported $138M of State Street SPDR S&P Software & Services ETF stock for Q3 2023, up 0.73% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P Software & Services ETF positions in Q3 2023 and 8 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P Software & Services ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $2.65M added.
- The largest State Street SPDR S&P Software & Services ETF seller in Q3 2023 was CreativeOne Wealth, an estimated $2.71M sold.
Based on aggregated 13F filings for Q3 2023.