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State Street SPDR S&P Software & Services ETF

110 hedge funds and large institutions have $240M invested in State Street SPDR S&P Software & Services ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $198M → $240M (+$42.5M)

21% more funds holding

Funds holding: 91110 (+19)

4.78% less ownership

Funds ownership: 53.45%48.67% (-4.8%)

17% less call options, than puts

Call options by funds: $378K | Put options by funds: $454K

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
22
Reduced
31
Closed
9
Calls
$378K
Puts
$454K
Net Calls
-$76K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$81.9M +$2.52M +13,903 +3%
LPL Financial
2
LPL Financial
California
$25.2M +$643K +3,545 +3%
Morgan Stanley
3
Morgan Stanley
New York
$20.3M +$4.21M +23,237 +28%
MIG
4
McGuire Investment Group
Rhode Island
$12.5M +$1.63K +9 +0%
KWM
5
Kingsview Wealth Management
Oregon
$11.4M +$10.9M +60,107 New
UBS Group
6
UBS Group
Switzerland
$7.17M +$127K +702 +2%
Wells Fargo
7
Wells Fargo
California
$5.12M +$2.78M +15,335 +131%
Raymond James Financial
8
Raymond James Financial
Florida
$5.02M +$4.82M +26,575 New
BlackRock
9
BlackRock
New York
$5.02M -$2.14M -11,804 -31%
Stifel Financial
10
Stifel Financial
Missouri
$4.62M +$265K +1,459 +6%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.33M -$3.2M -17,670 -44%
IC
12
IEQ Capital
California
$3.93M
NFC
13
Northeast Financial Consultants
Connecticut
$3.75M -$18.3K -101 -0.5%
BCM
14
Beck Capital Management
Texas
$3.72M +$1.18M +6,510 +49%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.51M +$538K +2,965 +19%
FTS
16
Fifth Third Securities
Ohio
$2.88M -$467K -2,573 -14%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.6M -$77.1K -425 -3%
MFG
18
Merit Financial Group
Georgia
$1.95M -$28.3K -156 -1%
Goldman Sachs
19
Goldman Sachs
New York
$1.89M -$302K -1,663 -14%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.89M +$1.81M +10,000 New
DQRIM
21
Dale Q Rice Investment Management
Washington
$1.65M +$1.59M +8,741 New
FPCP
22
Fort Point Capital Partners
California
$1.62M -$15.4K -85 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.55M -$2.22M -12,236 -60%
NFSG
24
Newbridge Financial Services Group
Florida
$1.46M -$24.7K -136 -2%
KAS
25
Kestra Advisory Services
Texas
$1.45M +$1.39M +7,689 New

XSW Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q4 2024, worth a combined $240M — up 22% from $198M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XSW positions and 9 closed out — a net gain of 21 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was New Harbor Financial Group, exiting entirely with an estimated $11.8M sold.

  • 110 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $240M of State Street SPDR S&P Software & Services ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Software & Services ETF positions in Q4 2024 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $10.9M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q4 2024 was New Harbor Financial Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.