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FITE

State Street SPDR S&P Kensho Future Security ETF

22 hedge funds and large institutions have $10.5M invested in State Street SPDR S&P Kensho Future Security ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

31% more capital invested

Capital invested by funds: $8.03M → $10.5M (+$2.49M)

22% more funds holding

Funds holding: 1822 (+4)

5.08% more ownership

Funds ownership: 27.05%32.13% (+5.1%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.12M -$38.8K -836 -1%
TF
2
Trek Financial
Arizona
$2.29M +$2.17M +46,823 New
CA
3
Cetera Advisors
Colorado
$2.06M +$1.96M +42,130 New
WCM
4
WealthBridge Capital Management
Ohio
$478K -$29K -625 -6%
UBS Group
5
UBS Group
Switzerland
$408K -$54.4K -1,173 -12%
FPCP
6
Fort Point Capital Partners
California
$393K -$4.64K -100 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$387K +$139 +3 +0%
3LCM
8
3D/L Capital Management
Connecticut
$297K +$2.97K +64 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$271K
WMR
10
Wealth Management Resources
Rhode Island
$244K -$112K -2,417 -33%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$213K +$202K +4,359 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$161K +$12.6K +271 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$62.6K +$26.8K +578 +82%
Barclays
14
Barclays
United Kingdom
$46.2K
OIA
15
Optimum Investment Advisors
Illinois
$24.4K -$12.8K -275 -35%
PWMG
16
Prestige Wealth Management Group
New Jersey
$20.5K
Bank of America
17
Bank of America
North Carolina
$19.5K
Morgan Stanley
18
Morgan Stanley
New York
$15.1K
Franklin Resources
19
Franklin Resources
California
$6.84K
TFA
20
Toth Financial Advisory
Virginia
$4.89K +$4.64K +100 New
CTWM
21
Cherry Tree Wealth Management
Minnesota
$245 +$232 +5 New
Wells Fargo
22
Wells Fargo
California
$41 +$46 +1 New
FAIM
23
Financial Advocates Investment Management
Washington
-$2.17M -46,698 Closed
SWM
24
Spire Wealth Management
Virginia
-$3.02K -65 Closed

FITE Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Future Security ETF (FITE) for Q2 2023, worth a combined $10.5M — up 31% from $8.03M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FITE positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $2.17M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $2.17M sold.

  • 22 institutional investors held State Street SPDR S&P Kensho Future Security ETF (FITE) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $10.5M of State Street SPDR S&P Kensho Future Security ETF stock for Q2 2023, up 31% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Kensho Future Security ETF positions in Q2 2023 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Kensho Future Security ETF buyer in Q2 2023 was Trek Financial, an estimated $2.17M added.
  • The largest State Street SPDR S&P Kensho Future Security ETF seller in Q2 2023 was Financial Advocates Investment Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2023.