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State Street SPDR NYSE Technology ETF

90 hedge funds and large institutions have $137M invested in State Street SPDR NYSE Technology ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $113M → $137M (+$24.3M)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 8990 (+1)

0.43% less ownership

Funds ownership: 28.12%27.69% (-0.43%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

81% less call options, than puts

Call options by funds: $103M | Put options by funds: $533M

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
17
Reduced
26
Closed
15
Calls
$103M
Puts
$533M
Net Calls
-$429M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
KM
26
Kalos Management
Georgia
$830K +$48.5K +432 +7%
IFWM
27
Institute for Wealth Management
Colorado
$667K
ASN
28
Advisory Services Network
Georgia
$626K +$39.4K +351 +7%
KIA
29
KCM Investment Advisors
California
$604K
Bank of New York Mellon
30
Bank of New York Mellon
New York
$594K
BWFA
31
Baltimore-Washington Financial Advisors
Maryland
$490K -$2.81K -25 -0.6%
Brown Advisory
32
Brown Advisory
Maryland
$451K
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$444K -$21K -187 -5%
CCG
34
Chatham Capital Group
Georgia
$362K
MAS
35
Madden Advisory Services
Florida
$348K -$34.2K -305 -9%
Stifel Financial
36
Stifel Financial
Missouri
$330K -$59.6K -531 -16%
GVAG
37
Great Valley Advisor Group
Delaware
$303K +$286K +2,551 New
AAS
38
Avantax Advisory Services
Texas
$288K +$272K +2,424 New
EGA
39
E&G Advisors
Texas
$286K -$4.71K -42 -2%
NWS
40
Newport Wealth Strategies
California
$286K
AFAS
41
Acorn Financial Advisory Services
Virginia
$284K
Baird Financial Group
42
Baird Financial Group
Wisconsin
$277K -$35.9K -320 -12%
BPB
43
Badgley, Phelps & Bell
Washington
$261K
AWM
44
Aries Wealth Management
Maine
$249K
BFA
45
Beacon Financial Advisory
Ohio
$232K +$219K +1,955 New
NA
46
NewEdge Advisors
Louisiana
$205K +$194K +1,725 New
William Blair & Company
47
William Blair & Company
Illinois
$196K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$192K -$34.6K -308 -16%
RG
49
Retirement Group
California
$190K +$180K +1,600 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$186K +$44.8K +399 +34%