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FITE

State Street SPDR S&P Kensho Future Security ETF

22 hedge funds and large institutions have $7.44M invested in State Street SPDR S&P Kensho Future Security ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

9.09% less ownership

Funds ownership: 32.13%23.04% (-9.1%)

29% less capital invested

Capital invested by funds: $10.5M → $7.44M (-$3.08M)

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
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
$3.04M +$54.4K +1,128 +2%
CA
2
Cetera Advisors
Colorado
$1.04M -$961K -19,923 -47%
UBS Group
3
UBS Group
Switzerland
$461K +$71.8K +1,488 +18%
WCM
4
WealthBridge Capital Management
Ohio
$451K -$7K -145 -1%
FPCP
5
Fort Point Capital Partners
California
$365K -$12.5K -260 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$346K +$146K +3,032 +70%
HighTower Advisors
7
HighTower Advisors
Illinois
$322K -$48.2K -999 -13%
3LCM
8
3D/L Capital Management
Connecticut
$285K +$579 +12 +0.2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$261K +$1.01K +21 +0.4%
Osaic Holdings
10
Osaic Holdings
Arizona
$249K +$195K +4,038 +315%
Citadel Advisors
11
Citadel Advisors
Florida
$243K +$251K +5,198 New
WMR
12
Wealth Management Resources
Rhode Island
$234K +$48 +1 +0%
Barclays
13
Barclays
United Kingdom
$44.3K
OIA
14
Optimum Investment Advisors
Illinois
$23.4K
PWMG
15
Prestige Wealth Management Group
New Jersey
$19.7K
Bank of America
16
Bank of America
North Carolina
$18.7K
Morgan Stanley
17
Morgan Stanley
New York
$14.2K -$290 -6 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8K -$151K -3,131 -95%
Franklin Resources
19
Franklin Resources
California
$6.56K
TFA
20
Toth Financial Advisory
Virginia
$4.68K
WB
21
Webster Bank
Connecticut
$4.68K +$4.83K +100 New
Wells Fargo
22
Wells Fargo
California
$38
TF
23
Trek Financial
Arizona
-$2.29M -46,823 Closed
CTWM
24
Cherry Tree Wealth Management
Minnesota
-$245 -5 Closed

FITE Hedge Fund Activity: Q3 2023 in Review

22 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Future Security ETF (FITE) for Q3 2023, worth a combined $7.44M — down 29% from $10.5M a quarter earlier.

Fund positioning in FITE was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $251K. The largest seller was Trek Financial, exiting entirely with an estimated $2.29M sold.

  • 22 institutional investors held State Street SPDR S&P Kensho Future Security ETF (FITE) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $7.44M of State Street SPDR S&P Kensho Future Security ETF stock for Q3 2023, down 29% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Kensho Future Security ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Kensho Future Security ETF buyer in Q3 2023 was Citadel Advisors, an estimated $251K added.
  • The largest State Street SPDR S&P Kensho Future Security ETF seller in Q3 2023 was Trek Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2023.