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SPDR S&P Software & Services ETF
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Overview Fund Activity

109 hedge funds and large institutions have $239M invested in SPDR S&P Software & Services ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
22
Reduced
31
Closed
9
Calls
$378K
Puts
$454K
Net Calls
-$76K
Net Calls Change
-$76K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$11.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$5.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$5.12M
5
Bank of America
5
Bank of America
North Carolina
$81.9M

Top Sellers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.33M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.55M
4
BlackRock
4
BlackRock
New York
$5.02M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$81.9M 433,666 +13,903 +3%
LPL Financial
2
LPL Financial
California
$25.2M 133,148 +3,545 +3%
Morgan Stanley
3
Morgan Stanley
New York
$20.3M 107,198 +23,237 +28%
MIG
4
McGuire Investment Group
Rhode Island
$12.5M 65,908 +9 +0%
KWM
5
Kingsview Wealth Management
Oregon
$11.4M 60,107 +60,107 New
UBS Group
6
UBS Group
Switzerland
$7.18M 37,971 +702 +2%
Wells Fargo
7
Wells Fargo
California
$5.12M 27,082 +15,335 +131%
Raymond James Financial
8
Raymond James Financial
Florida
$5.02M 26,575 +26,575 New
BlackRock
9
BlackRock
New York
$5.02M 26,565 -11,804 -31%
Stifel Financial
10
Stifel Financial
Missouri
$4.62M 24,459 +1,459 +6%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.33M 22,904 -17,670 -44%
IC
12
IEQ Capital
California
$3.93M 20,777 – –
NFC
13
Northeast Financial Consultants
Connecticut
$3.75M 19,823 -101 -0.5%
BCM
14
Beck Capital Management
Texas
$3.72M 19,677 +6,510 +49%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.51M 18,588 +2,965 +19%
FTS
16
Fifth Third Securities
Ohio
$2.88M 15,257 -2,573 -14%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.6M 13,780 -425 -3%
MFG
18
Merit Financial Group
Georgia
$1.95M 10,340 -156 -1%
Goldman Sachs
19
Goldman Sachs
New York
$1.89M 10,001 -1,663 -14%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$1.89M 10,000 +10,000 New
DQRIM
21
Dale Q Rice Investment Management
Washington
$1.65M 8,741 +8,741 New
FPCP
22
Fort Point Capital Partners
California
$1.62M 8,583 -85 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.55M 8,193 -12,236 -60%
NFSG
24
Newbridge Financial Services Group
Florida
$1.46M 7,718 -136 -2%
KAS
25
Kestra Advisory Services
Texas
$1.45M 7,689 +7,689 New
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