State Street SPDR S&P Software & Services ETF
XSW
94 hedge funds and large institutions have $201M invested in State Street SPDR S&P Software & Services ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 20 closing their positions.
1,162% more call options, than puts
Call options by funds: $593K | Put options by funds: $47K
126% more capital inflows, than outflows
Capital inflows: $27.8M | Capital outflows: $12.3M
2.4% more ownership
Funds ownership: 49.01% → 51.41% (+2.4%)
7% less funds holding
Funds holding: 101 → 94 (-7)
21% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 28
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHFG
New Harbor Financial Group
Worcester,
Massachusetts
|
+$10.1M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$5.04M |
| 3 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
+$1.75M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 5 |
Morgan Stanley
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Belvedere Trading
Chicago,
Illinois
|
-$2.9M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.01M |
| 4 |
AGM
Alpine Global Management
New York
|
-$753K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$639K |
XSW Hedge Fund Activity: Q1 2024 in Review
94 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q1 2024, worth a combined $201M — up 12% from $179M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of XSW and 14 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 22 added.
The largest buyer was New Harbor Financial Group, opening a new position worth an estimated $10.1M. The largest seller was Belvedere Trading, exiting entirely with an estimated $2.9M sold.
- 94 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q1 2024, down from 101 in Q4 2023.
- Funds reported $201M of State Street SPDR S&P Software & Services ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P Software & Services ETF positions in Q1 2024 and 20 closed out, a net change of -6 holders.
- The largest State Street SPDR S&P Software & Services ETF buyer in Q1 2024 was New Harbor Financial Group, an estimated $10.1M added.
- The largest State Street SPDR S&P Software & Services ETF seller in Q1 2024 was Belvedere Trading, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2024.