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State Street SPDR S&P Software & Services ETF

113 hedge funds and large institutions have $223M invested in State Street SPDR S&P Software & Services ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

4% more funds holding

Funds holding: 109113 (+4)

2.99% more ownership

Funds ownership: 55.01%58% (+3%)

7% less capital invested

Capital invested by funds: $239M → $223M (-$16.1M)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

36% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $2.15M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
24
Reduced
31
Closed
22
Calls
$1.37M
Puts
$2.15M
Net Calls
-$783K
Net Calls Change
-$727K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$62.9M +$71.3M +442,316 New
Morgan Stanley
2
Morgan Stanley
New York
$34.8M +$9.55M +59,286 +32%
KWM
3
Kingsview Wealth Management
Oregon
$15.3M +$17.3M +107,185 New
LPL Financial
4
LPL Financial
California
$14.3M -$2.83M -17,548 -15%
MIG
5
McGuire Investment Group
Rhode Island
$9.43M -$59.8K -371 -0.6%
Bank of America
6
Bank of America
North Carolina
$9.31M -$51.8M -321,689 -83%
UBS Group
7
UBS Group
Switzerland
$5.83M +$305K +1,894 +5%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$5.61M +$6.35M +39,439 New
FTS
9
Fifth Third Securities
Ohio
$4.34M +$1.18M +7,311 +32%
Raymond James Financial
10
Raymond James Financial
Florida
$3.92M -$911K -5,652 -17%
PLU
11
Performa Ltd (US)
South Carolina
$3.84M +$4.35M +27,000 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.5M +$2.97M +18,433 +301%
Wells Fargo
13
Wells Fargo
California
$3.34M -$4.87M -30,200 -56%
IC
14
IEQ Capital
California
$2.97M +$10.8K +67 +0.3%
TF
15
Tandem Financial
Colorado
$2.75M +$2.26M +14,046 +265%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.2M -$510K -3,166 -17%
EL
17
Essex LLC
Illinois
$2.19M -$1.8M -11,192 -42%
Stifel Financial
18
Stifel Financial
Missouri
$1.93M -$174K -1,079 -7%
MMA
19
Miracle Mile Advisors
California
$1.92M +$1.94M +12,058 +853%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.89M +$76K +472 +4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.82M +$2.05M +12,713 +25,426%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.65M -$1.08M -6,717 -36%
Jane Street
23
Jane Street
New York
$1.47M +$1.66M +10,309 New
Goldman Sachs
24
Goldman Sachs
New York
$1.46M -$6.28K -39 -0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.43M +$427K +2,651 +36%