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State Street SPDR S&P Software & Services ETF

116 hedge funds and large institutions have $246M invested in State Street SPDR S&P Software & Services ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $336K | Put options by funds: $208K

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

5% more funds holding

Funds holding: 110116 (+6)

5.05% more ownership

Funds ownership: 48.67%53.72% (+5.1%)

3% more capital invested

Capital invested by funds: $240M → $246M (+$6.4M)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
35
Reduced
25
Closed
12
Calls
$336K
Puts
$208K
Net Calls
+$128K
Net Calls Change
+$204K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$92.1M +$26M +142,277 +33%
LPL Financial
2
LPL Financial
California
$22.8M +$1.75M +9,571 +7%
Morgan Stanley
3
Morgan Stanley
New York
$15.6M -$1.71M -9,351 -9%
KWM
4
Kingsview Wealth Management
Oregon
$10.9M +$1.45M +7,933 +13%
MIG
5
McGuire Investment Group
Rhode Island
$10.6M +$40.3K +221 +0.3%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$8.71M +$9.95M +54,506 New
UBS Group
7
UBS Group
Switzerland
$6.77M +$801K +4,392 +12%
Ameriprise
8
Ameriprise
Minnesota
$6.14M +$5.83M +31,961 +482%
BlackRock
9
BlackRock
New York
$4.83M +$665K +3,645 +14%
Wells Fargo
10
Wells Fargo
California
$4.53M +$226K +1,236 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$4.29M +$48K +263 +1%
IC
12
IEQ Capital
California
$3.36M +$48.7K +267 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.33M -$376K -2,059 -9%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.3M +$371K +2,032 +11%
Stifel Financial
15
Stifel Financial
Missouri
$3.25M -$757K -4,148 -17%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$3.2M +$1.82M +10,000 +100%
NFC
17
Northeast Financial Consultants
Connecticut
$3.05M -$134K -734 -4%
BAAM
18
Baker Avenue Asset Management
California
$3.01M +$3.43M +18,800 New
FTS
19
Fifth Third Securities
Ohio
$2.6M +$179K +982 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.2M -$4.56K -25 -0.2%
Goldman Sachs
21
Goldman Sachs
New York
$1.65M +$54K +296 +3%
DQRIM
22
Dale Q Rice Investment Management
Washington
$1.52M +$142K +778 +9%
MFG
23
Merit Financial Group
Georgia
$1.43M -$260K -1,423 -14%
FPCP
24
Fort Point Capital Partners
California
$1.37M +$2.74K +15 +0.2%
NFSG
25
Newbridge Financial Services Group
Florida
$1.27M +$46.9K +257 +3%