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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
JPLA
51
Joseph P. Lucia & Associates
New York
$404K +$364K +2,461 New
SLG
52
Stanley-Laman Group
Pennsylvania
$400K
GI
53
GAMMA Investing
California
$374K +$326K +2,205 New
LWL
54
Leo Wealth LLC
Texas
$366K +$300K +2,033 New
BPA
55
Beacon Pointe Advisors
California
$363K
FCI
56
Financial Counselors Inc
Kansas
$361K
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$351K -$18.3K -124 -5%
RWP
58
RWA Wealth Partners
Massachusetts
$349K -$42.6K -288 -12%
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$331K -$22.2K -150 -7%
CB
60
Commerce Bank
Missouri
$321K
Creative Planning
61
Creative Planning
Kansas
$311K -$19.7K -133 -7%
FSC
62
Full Sail Capital
Oklahoma
$302K
William Blair & Company
63
William Blair & Company
Illinois
$302K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$293K
AFAS
65
Acorn Financial Advisory Services
Virginia
$286K -$38.1K -258 -13%
LCGC
66
Legacy Capital Group California
California
$283K +$255K +1,724 New
AR
67
Apeiron RIA
Texas
$278K
Corient Private Wealth
68
Corient Private Wealth
Florida
$273K +$246K +1,666 New
RJA
69
Raymond James & Associates
Florida
$270K +$14.2K +96 +6%
SEIA
70
Signature Estate & Investment Advisors
California
$269K -$14.5K -98 -6%
AWM
71
Aries Wealth Management
Maine
$263K
SPIA
72
Steward Partners Investment Advisory
New York
$259K +$25.9K +175 +12%
MAS
73
Madden Advisory Services
Florida
$226K +$204K +1,379 New
SPWG
74
Syntegra Private Wealth Group
Missouri
$224K +$202K +1,366 New
ASBI
75
American State Bank (Iowa)
Iowa
$217K