State Street SPDR S&P Software & Services ETF
XSW
101 hedge funds and large institutions have $179M invested in State Street SPDR S&P Software & Services ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
66% more call options, than puts
Call options by funds: $625K | Put options by funds: $376K
30% more capital invested
Capital invested by funds: $138M → $179M (+$40.9M)
19% more funds holding
Funds holding: 85 → 101 (+16)
2.1% more ownership
Funds ownership: 46.91% → 49.01% (+2.1%)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.93M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.88M |
| 3 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$2.04M |
| 4 |
BCM
Beck Capital Management
Austin,
Texas
|
+$1.84M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.21M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.96M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.85M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$702K |
XSW Hedge Fund Activity: Q4 2023 in Review
101 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q4 2023, worth a combined $179M — up 30% from $138M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XSW positions and 4 closed out — a net gain of 17 holders — while 24 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.93M. The largest seller was Morgan Stanley, cutting an estimated $3.21M.
- 101 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $179M of State Street SPDR S&P Software & Services ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 21 funds opened new State Street SPDR S&P Software & Services ETF positions in Q4 2023 and 4 closed out, a net change of +17 holders.
- The largest State Street SPDR S&P Software & Services ETF buyer in Q4 2023 was LPL Financial, an estimated $6.93M added.
- The largest State Street SPDR S&P Software & Services ETF seller in Q4 2023 was Morgan Stanley, an estimated $3.21M sold.
Based on aggregated 13F filings for Q4 2023.