We are live on ! Find out more
XSW icon

State Street SPDR S&P Software & Services ETF

110 hedge funds and large institutions have $250M invested in State Street SPDR S&P Software & Services ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $246M → $250M (+$3.45M)

3.87% less ownership

Funds ownership: 53.72%49.85% (-3.9%)

5% less funds holding

Funds holding: 116110 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

51% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 45

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$73.3M -$32.5M -189,558 -33%
LPL Financial
2
LPL Financial
California
$23.5M -$3.24M -18,892 -13%
Morgan Stanley
3
Morgan Stanley
New York
$22.1M +$3.17M +18,460 +19%
MIG
4
McGuire Investment Group
Rhode Island
$12.8M +$223K +1,298 +2%
KWM
5
Kingsview Wealth Management
Oregon
$10.2M -$2.46M -14,330 -21%
UBS Group
6
UBS Group
Switzerland
$8.42M +$339K +1,978 +5%
Wells Fargo
7
Wells Fargo
California
$8.25M +$2.6M +15,169 +54%
BlackRock
8
BlackRock
New York
$7.77M +$1.84M +10,718 +35%
Ameriprise
9
Ameriprise
Minnesota
$7.15M -$163K -949 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$6.23M +$1.03M +5,995 +22%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$6.07M -$3.87M -22,529 -41%
IC
12
IEQ Capital
California
$3.96M -$34.3K -200 -1%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.64M -$245K -1,429 -7%
NFC
14
Northeast Financial Consultants
Connecticut
$3.62M
JP Morgan Chase
15
JP Morgan Chase
New York
$3.58M -$339K -1,974 -9%
TF
16
Tandem Financial
Colorado
$3.39M +$2.16M +12,578 +238%
Stifel Financial
17
Stifel Financial
Missouri
$3.31M -$490K -2,855 -14%
FTS
18
Fifth Third Securities
Ohio
$2.98M -$93.8K -547 -3%
EL
19
Essex LLC
Illinois
$2.97M +$2.68M +15,631 New
Goldman Sachs
20
Goldman Sachs
New York
$2.95M +$903K +5,263 +51%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.59M -$20.4K -119 -0.9%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.9M -$1.72M -10,000 -50%
FPCP
23
Fort Point Capital Partners
California
$1.61M -$19.7K -115 -1%
MFG
24
Merit Financial Group
Georgia
$1.59M -$96.4K -562 -6%
NFSG
25
Newbridge Financial Services Group
Florida
$1.44M -$66.7K -389 -5%

XSW Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Software & Services ETF (XSW) for Q2 2025, worth a combined $250M — up 1.4% from $246M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSW and 9 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $32.5M.

  • 110 institutional investors held State Street SPDR S&P Software & Services ETF (XSW) as of Q2 2025, down from 116 in Q1 2025.
  • Funds reported $250M of State Street SPDR S&P Software & Services ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Software & Services ETF positions in Q2 2025 and 14 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Software & Services ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.17M added.
  • The largest State Street SPDR S&P Software & Services ETF seller in Q2 2025 was Bank of America, an estimated $32.5M sold.

Based on aggregated 13F filings for Q2 2025.