Who Owns State Street SPDR S&P Software & Services ETF (XSW)?Hedge Fund & Institutional Holders

$149.14-0.90 (-0.60%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.900000090000007e+279T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$141.65$157.55$173.44$189.34$205.24Sep 24Jun 25Mar 26

XSW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Essex LLCNew Position+27K+$5.0B
HARRELL INVESTMENT PARTNERS, LLCNew Position+4K+$656.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+3K+$501.0M
ROYAL BANK OF CANADAIncreased+3K+$445.0M
Beacon Financial Advisory LLCNew Position+2K+$378.0M
V2 Financial group LLCNew Position+2K+$355.0M
MWA Asset ManagementNew Position+2K+$343.0M
MONEY CONCEPTS CAPITAL CORPNew Position+2K+$303.0M
Coastal Bridge Advisors, LLCNew Position+1K+$218.0M
WHITTIER TRUST CONew Position+210+$39.0M
Sherman Asset Management, Inc.New Position+140+$26.0M
Tidemark, LLCNew Position+120+$22.0M
Sound Income Strategies, LLCNew Position+117+$21.0M
Fourth Dimension Wealth, LLCNew Position+100+$18.0M
MORGAN STANLEYIncreased+99K+$16.0M

XSW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TWO SIGMA INVESTMENTS, LPClosed Position-29K-$5.7B
FIL LtdClosed Position-22K-$4.3B
MML INVESTORS SERVICES, LLCDecreased-652-$3.8B
HighTower Advisors, LLCDecreased-368-$2.6B
MAI Capital ManagementDecreased-2K-$1.3B
OSAIC HOLDINGS, INC.Decreased-238-$1.3B
CITADEL ADVISORS LLCDecreased-3K-$1.2B
STIFEL FINANCIAL CORPDecreased-1K-$1.2B
JANE STREET GROUP, LLCClosed Position-4K-$743.8M
AMERIPRISE FINANCIAL INCDecreased-417-$543.5M
UBS Group AGDecreased-395-$494.6M
CITIGROUP INCDecreased-1K-$486.9M
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-195-$390.0M
Kovitz Investment Group Partners, LLCClosed Position-2K-$348.3M
IFP Advisors, IncDecreased-185-$258.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/372,581$69.0B0.01%Share
2WELLS FARGO & COMPANY/MN51,929$9.0B0.00%Share
3UBS Group AG37,729$7.1B0.00%Share
4AMERIPRISE FINANCIAL INC27,614$5.0B0.00%Share
5Essex LLC26,548$5.0B0.88%Share
6RAYMOND JAMES FINANCIAL INC20,025$3.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC13,190$2.0B0.00%Share
8BANK OF AMERICA CORP /DE/14,547$2.0B0.00%Share
9STIFEL FINANCIAL CORP14,634$2.0B0.00%Share
10Newbridge Financial Services Group, Inc.7,329$1.4B0.21%Share
11OSAIC HOLDINGS, INC.8,498$1.0B0.00%Share
12GOLDMAN SACHS GROUP INC10,305$1.0B0.00%Share
13JPMORGAN CHASE & CO8,261$1.0B0.00%Share
14JPMORGAN CHASE & CO10,001$1.0B0.00%Share
15ROYAL BANK OF CANADA6,035$1.0B0.00%Share
16Dale Q Rice Investment Management Ltd4,104$768.0M0.55%Share
17HARRELL INVESTMENT PARTNERS, LLC3,509$656.0M0.15%Share
18Quantum Private Wealth, LLC2,988$559.0M0.16%Share
19Kaizen Financial Strategies2,685$502.0M0.22%Share
20KINGSWOOD WEALTH ADVISORS, LLC2,679$501.0M0.02%Share
21Sunbelt Securities, Inc.2,043$382.0M0.03%Share
22Beacon Financial Advisory LLC2,023$378.0M0.09%Share
23RETIREMENT INCOME SOLUTIONS, INC1,979$370.0M0.06%Share
24V2 Financial group LLC1,900$355.0M0.17%Share
25MWA Asset Management1,834$343.0M0.19%Share
26MONEY CONCEPTS CAPITAL CORP1,620$303.0M0.02%Share
27UBS Group AG1,200$224.0M0.00%Share
28Coastal Bridge Advisors, LLC1,168$218.0M0.02%Share
29WHITTIER TRUST CO210$39.0M0.00%Share
30AdvisorNet Financial, Inc177$33.0M0.00%Share
31COMERICA BANK149$27.0M0.00%Share
32Sherman Asset Management, Inc.140$26.0M0.02%Share
33LPL Financial LLC118,013$22.0M0.01%Share
34Tidemark, LLC120$22.0M0.01%Share
35Triumph Capital Management120$22.0M0.00%Share
36UBS Group AG121$22.0M0.00%Share
37Sound Income Strategies, LLC117$21.0M0.00%Share
38MORGAN STANLEY100,000$18.0M0.00%Share
39Fourth Dimension Wealth, LLC100$18.0M0.01%Share
40COMERICA BANK94$17.0M0.00%Share
41Bank of Jackson Hole Trust90$16.0M0.01%Share
42Spire Wealth Management89$16.0M0.00%Share
43MORGAN STANLEY85,016$15.0M0.00%Share
44FAS Wealth Partners, Inc.72$13.0M0.00%Share
45McGuire Investment Group, LLC66,657$12.5M1.33%Share
46US BANCORP \DE\52$9.0M0.00%Share
47ASSETMARK, INC43$8.0M0.00%Share
48FIFTH THIRD SECURITIES, INC.23,188$4.3M0.28%Share
49High Point Wealth Management, LLC20,617$3.9M3.62%Share
50Corient Private Wealth LLC19,089$3.6M0.00%Share

XSW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025110$116.4B+37
Q3 202573$98.5B-28
Q2 2025101$183.0B-11
Q1 2025112$216.4B+5
Q4 2024107$11.5T+32
Q3 202475$28.5T-3
Q2 202478$12.8T+6
Q1 202472$685.5T—

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As of Q4 2025, 50 institutional investors hold XSW (State Street SPDR S&P Software & Services ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $69.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own XSW?

As of Q4 2025, 50 institutional investors report holding XSW (State Street SPDR S&P Software & Services ETF) in their 13F filings.

Who is the largest institutional holder of XSW?

The largest institutional holder of XSW is BANK OF AMERICA CORP /DE/ with $69.0B in shares.

Is institutional ownership of XSW increasing or decreasing?

This quarter, 13 institutions opened new positions in XSW and 4 closed their positions.