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State Street SPDR S&P Software & Services ETF

109 hedge funds and large institutions have $239M invested in State Street SPDR S&P Software & Services ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.6% more ownership

Funds ownership: 51.41%55.01% (+3.6%)

3% less capital invested

Capital invested by funds: $246M → $239M (-$7.17M)

4% less funds holding

Funds holding: 114109 (-5)

15% less call options, than puts

Call options by funds: $318K | Put options by funds: $374K

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
22
Reduced
34
Closed
18
Calls
$318K
Puts
$374K
Net Calls
-$56K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$72.4M -$1.03M -5,350 -1%
Morgan Stanley
2
Morgan Stanley
New York
$34.6M +$19.1M +99,320 +116%
LPL Financial
3
LPL Financial
California
$22.1M +$3.53M +18,349 +18%
MIG
4
McGuire Investment Group
Rhode Island
$12.5M -$22.3K -116 -0.2%
Wells Fargo
5
Wells Fargo
California
$10M +$1.03M +5,363 +11%
UBS Group
6
UBS Group
Switzerland
$7.31M -$76K -395 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$7.14M +$3.67M +19,089 +100%
Raymond James Financial
8
Raymond James Financial
Florida
$6.22M +$577 +3 +0%
Ameriprise
9
Ameriprise
Minnesota
$5.17M -$80.2K -417 -1%
EL
10
Essex LLC
Illinois
$4.97M -$28.3K -147 -0.6%
FTS
11
Fifth Third Securities
Ohio
$4.34M +$1.28M +6,647 +40%
IC
12
IEQ Capital
California
$3.89M
HPWM
13
High Point Wealth Management
New Jersey
$3.86M +$3.97M +20,617 New
MML Investors Services
14
MML Investors Services
Massachusetts
$3.49M -$125K -652 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.49M +$159K +829 +5%
Stifel Financial
16
Stifel Financial
Missouri
$2.74M -$276K -1,437 -9%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.4M -$70.8K -368 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.14M -$45.8K -238 -2%
Goldman Sachs
19
Goldman Sachs
New York
$1.93M +$31.7K +165 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.38M +$96K +499 +7%
NFSG
21
Newbridge Financial Services Group
Florida
$1.37M -$35.2K -183 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.15M +$639K +3,320 +118%
AAP
23
Arax Advisory Partners
Colorado
$1.03M +$1.06M +5,513 New
TF
24
Tandem Financial
Colorado
$1M -$2.5M -12,988 -71%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$990K +$1M +5,210 New