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SPDR FactSet Innovative Technology ETF

43 hedge funds and large institutions have $22.5M invested in SPDR FactSet Innovative Technology ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.18M 33,773 -26,371 -44%
KL
2
KWMG LLC
Kansas
$3.32M 26,841 +442 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.11M 25,140 +15,531 +162%
FIA
4
Foundations Investment Advisors
Arizona
$1.78M 14,388 +14,388 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.28M 10,349 +4,348 +72%
MCC
6
Money Concepts Capital
Florida
$1.26M 10,220 +10,220 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.08M 8,695 +179 +2%
GWM
8
Geneos Wealth Management
Colorado
$893K 7,221
PAG
9
Private Advisor Group
New Jersey
$754K 6,096 +6,096 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$645K 5,212 -65 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$602K 4,864 +4,864 New
Bank of America
12
Bank of America
North Carolina
$487K 3,934 -168 -4%
KAS
13
Kestra Advisory Services
Texas
$376K 3,042 +328 +12%
Goldman Sachs
14
Goldman Sachs
New York
$360K 2,911
MSAM
15
Moloney Securities Asset Management
Missouri
$339K 2,740 -245 -8%
KFS
16
Kaizen Financial Strategies
California
$339K 2,737 -123 -4%
GLA
17
Good Life Advisors
Pennsylvania
$323K 2,614 -113 -4%
PWM
18
Perigon Wealth Management
California
$318K 2,572
Mariner
19
Mariner
Kansas
$300K 2,424 +2,424 New
CWM
20
Cornerstone Wealth Management
Missouri
$238K 1,920
SIC
21
Salem Investment Counselors
North Carolina
$155K 1,252
TFGT
22
TS Financial Group (TSFG)
Illinois
$123K 994 -14 -1%
IA
23
IFP Advisors
Florida
$44.9K 363
Creative Planning
24
Creative Planning
Kansas
$30.9K 250 +250 New
UBS Group
25
UBS Group
Switzerland
$29K 234 +6 +3%