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State Street SPDR NYSE Technology ETF

120 hedge funds and large institutions have $375M invested in State Street SPDR NYSE Technology ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

31% more capital invested

Capital invested by funds: $286M → $375M (+$89.4M)

14% more funds holding

Funds holding: 105120 (+15)

3.92% more ownership

Funds ownership: 53.28%57.2% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

19% less call options, than puts

Call options by funds: $2.65B | Put options by funds: $3.28B

Holders
120
Holders Change
+15
Holders Change %
+14.29%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
27
Reduced
31
Closed
8
Calls
$2.65B
Puts
$3.28B
Net Calls
-$632M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$1.18M +$1.06M +7,198 New
GP
27
Geneva Partners
Wisconsin
$1.16M +$40.2K +272 +4%
IFWM
28
Institute for Wealth Management
Colorado
$875K
KIA
29
KCM Investment Advisors
California
$818K
QWM
30
Quadcap Wealth Management
Texas
$815K +$734K +4,963 New
Citadel Advisors
31
Citadel Advisors
Florida
$814K +$220K +1,491 +43%
KW
32
KWB Wealth
California
$804K +$82.5K +558 +13%
PAS
33
Park Avenue Securities
New York
$727K -$69.8K -472 -10%
GAG
34
Goodman Advisory Group
Massachusetts
$724K -$579K -3,920 -47%
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$700K +$157K +1,060 +33%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$692K -$14.5K -98 -2%
AWS
37
Atria Wealth Solutions
New York
$675K -$347K -2,348 -36%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$658K -$175K -1,185 -23%
Brown Advisory
39
Brown Advisory
Maryland
$657K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$612K +$23.9K +162 +5%
IWM
41
IHT Wealth Management
Illinois
$542K +$6.95K +47 +1%
LA
42
Latitude Advisors
Florida
$519K +$443 +3 +0.1%
CF
43
Centaurus Financial
California
$511K +$460K +3,115 New
AWM
44
Axxcess Wealth Management
California
$492K +$443K +3,000 New
WI
45
Wintrust Investments
Illinois
$479K -$709K -4,800 -30%
Truist Financial
46
Truist Financial
North Carolina
$468K -$13K -88 -3%
BFO
47
Biltmore Family Office
North Carolina
$444K
AC
48
Avestar Capital
New York
$430K -$1.02M -6,894 -72%
PFS
49
Prospera Financial Services
Texas
$430K +$387K +2,617 New
GCP
50
GSA Capital Partners
United Kingdom
$410K -$64.1K -434 -15%