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SPDR FactSet Innovative Technology ETF
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Overview Fund Activity

40 hedge funds and large institutions have $23.4M invested in SPDR FactSet Innovative Technology ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
5
Reduced
18
Closed
9
Calls
–
Puts
$10.7M
Net Calls
-$10.7M
Net Calls Change
-$10.7M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.01M
2
CWM
2
Cornerstone Wealth Management
Missouri
$413K
3
HI
3
Harbour Investments
Wisconsin
$33.9K
4
RG
4
Retirement Group
California
$21.9K
5
GLA
5
Good Life Advisors
Pennsylvania
$397K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$807K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$1.16M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$578K
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
26
Capital Investment Advisory Services
North Carolina
$26.7K -$2.05K -14 -7%
Citigroup
27
Citigroup
New York
$24.1K -$4.82K -33 -17%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
RG
29
Retirement Group
California
$21.9K +$21.9K +150 New
Morgan Stanley
30
Morgan Stanley
New York
$19.4K +$8.38K +57 +76%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$14.2K -$438 -3 -3%
IRC
32
Investors Research Corp
Georgia
$12.6K – – –
ADL
33
Asset Dedication LLC
California
$9K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$8.18K – – –
AF
35
Advisornet Financial
Minnesota
$8.03K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$6.87K – – –
ACA
37
Aptus Capital Advisors
Alabama
$5.84K -$1.75K -12 -23%
NA
38
NewEdge Advisors
Louisiana
$2.48K – – –
GRP
39
Global Retirement Partners
California
$989 – – –
DWMG
40
DB Wealth Management Group
California
$292 – – –
Wells Fargo
41
Wells Fargo
California
$6 -$101 -1 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$1.08M -8,695 Closed
GWM
43
Geneos Wealth Management
Colorado
– -$893K -7,221 Closed
PAG
44
Private Advisor Group
New Jersey
– -$754K -6,096 Closed
KAS
45
Kestra Advisory Services
Texas
– -$376K -3,042 Closed
Mariner
46
Mariner
Kansas
– -$300K -2,424 Closed
Creative Planning
47
Creative Planning
Kansas
– -$30.9K -250 Closed
RW
48
RVW Wealth
California
– -$16K -129 Closed
AP
49
Advisors Preferred
Maryland
– -$15.9K -128 Closed
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