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State Street SPDR NYSE Technology ETF

111 hedge funds and large institutions have $220M invested in State Street SPDR NYSE Technology ETF in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

60% more capital invested

Capital invested by funds: $137M → $220M (+$82.7M)

23% more funds holding

Funds holding: 90111 (+21)

5.02% more ownership

Funds ownership: 27.69%32.71% (+5%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

77% less call options, than puts

Call options by funds: $173M | Put options by funds: $762M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+21
Holders Change %
+23.33%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
24
Reduced
26
Closed
10
Calls
$173M
Puts
$762M
Net Calls
-$589M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Churchill Management
California
$32.6M +$29.6M +230,983 New
Morgan Stanley
2
Morgan Stanley
New York
$26.2M -$1.44M -11,211 -6%
LPL Financial
3
LPL Financial
California
$19.6M +$8.69M +67,708 +95%
PS
4
Portfolio Strategies
New York
$17.1M -$1.76M -13,689 -10%
Wells Fargo
5
Wells Fargo
California
$17M +$2.26M +17,648 +17%
Bank of America
6
Bank of America
North Carolina
$13.5M -$5.49M -42,777 -31%
SL
7
Systelligence LLC
Minnesota
$6.88M +$6.25M +48,705 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.47M -$510K -3,976 -9%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.16M -$391K -3,049 -8%
Ameriprise
10
Ameriprise
Minnesota
$5.07M -$3.03M -23,633 -40%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.93M +$3.27M +25,487 +270%
UBS Group
12
UBS Group
Switzerland
$4.54M +$884K +6,894 +27%
PCM
13
Parsons Capital Management
Rhode Island
$4.36M -$25.7K -200 -0.6%
First Trust Advisors
14
First Trust Advisors
Illinois
$3.85M -$192K -1,496 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.15M +$627K +4,885 +28%
CCT
16
Country Club Trust
Missouri
$3.12M -$91.1K -710 -3%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$2.58M -$8.72K -68 -0.4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.54M -$128K -999 -5%
MCM
19
Murphy Capital Management
New Jersey
$2.33M -$28.2K -220 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.25M +$240K +1,872 +13%
MA
21
Mutual Advisors
Nebraska
$1.94M -$471K -3,675 -21%
RJA
22
Raymond James & Associates
Florida
$1.83M
IMC Chicago
23
IMC Chicago
Illinois
$1.73M +$1.57M +12,214 New
BTWM
24
Baker Tilly Wealth Management
Wisconsin
$1.73M +$1.57M +12,203 New
SMF
25
Sterling Manor Financial
New York
$1.72M +$1.56M +12,150 New