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

$6.900022000180002e+173T

% of Float Held

—

QoQ Change in Holders

+15 / -2

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
McGuire Investment Group, LLCNew Position+67K+$12.5M
Essex LLCNew Position+27K+$5.0M
High Point Wealth Management, LLCNew Position+21K+$3.9M
Tandem Financial, LLCNew Position+5K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+7K+$1.0M
Arax Advisory PartnersNew Position+6K+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+5K+$989K
Wealth Enhancement Trust Services, Inc.New Position+4K+$801K
HARRELL INVESTMENT PARTNERS, LLCNew Position+4K+$656K
SkyView Investment Advisors, LLCNew Position+3K+$520K
KINGSWOOD WEALTH ADVISORS, LLCNew Position+3K+$501K
NTV ASSET MANAGEMENT LLCNew Position+3K+$481K
Beacon Financial Advisory LLCNew Position+2K+$378K
V2 Financial group LLCNew Position+2K+$355K
MWA Asset ManagementNew Position+2K+$343K

XSW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-5K-$77.5B
UBS Group AGDecreased-395-$7.8B
BlackRock, Inc.Decreased-29K-$5.9B
TWO SIGMA INVESTMENTS, LPClosed Position-29K-$5.7B
AMERIPRISE FINANCIAL INCDecreased-417-$5.5B
FIL LtdClosed Position-22K-$4.3B
MML INVESTORS SERVICES, LLCDecreased-652-$3.8B
STIFEL FINANCIAL CORPDecreased-1K-$3.2B
HighTower Advisors, LLCDecreased-368-$2.6B
OSAIC HOLDINGS, INC.Decreased-238-$2.3B
Newbridge Financial Services Group, Inc.Decreased-183-$1.5B
MAI Capital ManagementDecreased-2K-$1.3B
CITADEL ADVISORS LLCDecreased-3K-$1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCDecreased-5K-$1.1B
Dale Q Rice Investment Management LtdDecreased-380-$904.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/372,581$69.0M0.01%Share
2LPL Financial LLC118,013$22.0M0.01%Share
3MORGAN STANLEY100,000$18.0M0.00%Share
4MORGAN STANLEY85,016$15.0M0.00%Share
5McGuire Investment Group, LLC66,657$12.5M1.33%Share
6WELLS FARGO & COMPANY/MN51,929$9.0M0.00%Share
7UBS Group AG37,729$7.1M0.00%Share
8AMERIPRISE FINANCIAL INC27,614$5.0M0.00%Share
9Essex LLC26,548$5.0M0.88%Share
10FIFTH THIRD SECURITIES, INC.23,188$4.3M0.28%Share
11High Point Wealth Management, LLC20,617$3.9M3.62%Share
12Corient Private Wealth LLC19,089$3.6M0.00%Share
13IEQ CAPITAL, LLC20,777$3.0M0.01%Share
14RAYMOND JAMES FINANCIAL INC20,025$3.0M0.00%Share
15MML INVESTORS SERVICES, LLC18,658$3.0M0.01%Share
16RAYMOND JAMES FINANCIAL INC13,190$2.0M0.00%Share
17BANK OF AMERICA CORP /DE/14,547$2.0M0.00%Share
18HighTower Advisors, LLC12,837$2.0M0.00%Share
19STIFEL FINANCIAL CORP14,634$2.0M0.00%Share
20Newbridge Financial Services Group, Inc.7,329$1.4M0.21%Share
21Tandem Financial, LLC5,309$1.0M1.20%Share
22ROYAL BANK OF CANADA6,035$1.0M0.00%Share
23JPMORGAN CHASE & CO8,261$1.0M0.00%Share
24GOLDMAN SACHS GROUP INC10,305$1.0M0.00%Share
25OSAIC HOLDINGS, INC.8,498$1.0M0.00%Share
26ENVESTNET ASSET MANAGEMENT INC7,370$1.0M0.00%Share
27Arax Advisory Partners5,513$1.0M0.03%Share
28JPMORGAN CHASE & CO10,001$1.0M0.00%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,210$989K0.00%Share
30Wealth Enhancement Trust Services, Inc.4,284$801K0.10%Share
31Dale Q Rice Investment Management Ltd4,104$768K0.55%Share
32Grant Private Wealth Management Inc3,680$688K0.42%Share
33HARRELL INVESTMENT PARTNERS, LLC3,509$656K0.15%Share
34AMICA MUTUAL INSURANCE CO3,024$566K0.05%Share
35Quantum Private Wealth, LLC2,988$559K0.16%Share
36Kaizen Financial Strategies2,685$502K0.22%Share
37KINGSWOOD WEALTH ADVISORS, LLC2,679$501K0.02%Share
38Global Endowment Management, LP2,600$487K0.06%Share
39NTV ASSET MANAGEMENT LLC2,573$481K0.05%Share
40Sunbelt Securities, Inc.2,043$382K0.03%Share
41Beacon Financial Advisory LLC2,023$378K0.09%Share
42RETIREMENT INCOME SOLUTIONS, INC1,979$370K0.06%Share
43V2 Financial group LLC1,900$355K0.17%Share
44MWA Asset Management1,834$343K0.19%Share
45MONEY CONCEPTS CAPITAL CORP1,620$303K0.02%Share
46SkyView Investment Advisors, LLC1,352$267K0.03%Share
47Composition Wealth, LLC1,413$264K0.00%Share
48SkyView Investment Advisors, LLC1,352$253K0.03%Share
49Merit Financial Group, LLC1,200$224K0.00%Share
50UBS Group AG1,200$224K0.00%Share

XSW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025110$212.0M+37
Q3 202573$204.9B-28
Q2 2025101$202.6B-11
Q1 2025112$232.3B+5
Q4 2024107$16.4T+32
Q3 202475$141.5T-3
Q2 202478$134.0T+6
Q1 202472$133.0T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

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 $69.0M in shares. This quarter, 15 institutions opened new positions and 2 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 $69.0M in shares.

Is institutional ownership of XSW increasing or decreasing?

This quarter, 15 institutions opened new positions in XSW and 2 closed their positions.