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SPDR FactSet Innovative Technology ETF
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Overview Fund Activity

74 hedge funds and large institutions have $98.7M invested in SPDR FactSet Innovative Technology ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
22
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$911K
2
CWM
2
Cornerstone Wealth Management
Missouri
$697K
3
CW
3
CreativeOne Wealth
Kansas
$611K
4
SPL
4
Smart Portfolios LLC
Washington
$562K
5
BAM
5
Belpointe Asset Management
Nevada
$540K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.25M
2
PS
2
Portfolio Strategies
New York
$597K
3
RCS
3
Retirement Capital Strategies
California
$1.9M
4
LPL Financial
4
LPL Financial
California
$21.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
51
San Francisco Sentry Investment Group
California
$128K +$104K +495 +430%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
CAAS
53
Capital Asset Advisory Services
Michigan
$108K +$108K +515 New
SFS
54
Sowell Financial Services
Arkansas
$58K +$1.18K +6 +2%
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
TCM
56
TD Capital Management
Tennessee
$40K – – –
FHA
57
First Horizon Advisors
Tennessee
$39K +$39K +190 New
MCC
58
Money Concepts Capital
Florida
$38K +$38K +184 New
APA
59
American Portfolios Advisors
New York
$35.3K -$351K -1,679 -91%
WWM
60
Wagner Wealth Management
South Carolina
$24K -$7.24K -35 -23%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$24K +$24K +113 New
CAL
62
Capital Analysts LLC
Pennsylvania
$22K +$22K +105 New
RWB
63
RMR Wealth Builders
New Jersey
$21K +$21K +100 New
TF
64
TimeScale Financial
Massachusetts
$19K – – –
AF
65
Advisornet Financial
Minnesota
$18K – – –
IRC
66
Investors Research Corp
Georgia
$18K – – –
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$18K +$18K +88 New
EVM
68
Eaton Vance Management
Massachusetts
$13K +$13K +60 New
BC
69
Barnett & Company
Tennessee
$5K -$1K -5 -17%
HFA
70
Hoover Financial Advisors
Pennsylvania
$3K – – –
AWM
71
Atticus Wealth Management
Florida
$2K – – –
Morgan Stanley
72
Morgan Stanley
New York
$2K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$1.46K -$1.67K -8 -53%
GRP
74
Global Retirement Partners
California
$1K +$1K +7 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
– -$4M -18,197 Closed
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3
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