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SPDR S&P Semiconductor ETF
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Overview Fund Activity

214 hedge funds and large institutions have $604M invested in SPDR S&P Semiconductor ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+7
Holders Change %
+3.38%
% of All Funds
3.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
29
Increased
67
Reduced
64
Closed
21
Calls
$8.5M
Puts
$8.48M
Net Calls
+$27K
Net Calls Change
-$2.58M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$22.5M
2
RJA
2
Raymond James & Associates
Florida
$14.7M
3
JWM
3
Jackson Wealth Management
Florida
$4.63M
4
PF
4
Phoenix Financial
Israel
$4.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$4.43M
2
EWA
2
EP Wealth Advisors
California
$623K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.55M
4
SCM
4
Sandler Capital Management
New York
$0
5
FIB
5
First Interstate Bank
Montana
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$1.22M -$1.33M -5,990 -52%
AFG
77
Arkansas Financial Group
Arkansas
$1.21M -$18.4K -83 -1%
FFL
78
Financial Freedom LLC
Ohio
$1.14M +$258K +1,166 +29%
RRA
79
Round Rock Advisors
Connecticut
$1.09M -$82.1K -371 -7%
SG
80
Sharper & Granite
California
$1.02M +$68.6K +310 +7%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$966K -$22.1K -100 -2%
AWM
82
Apollon Wealth Management
South Carolina
$911K +$1.77K +8 +0.2%
PAMG
83
Patton Albertson Miller Group
Tennessee
$880K -$233K -1,053 -21%
CPIG
84
Chicago Partners Investment Group
Illinois
$878K +$218 +1 +0%
ATC
85
Argent Trust Co
Tennessee
$860K +$860K +3,888 New
RPWA
86
Regent Peak Wealth Advisors
Georgia
$784K – – –
Creative Planning
87
Creative Planning
Kansas
$778K +$37.2K +168 +5%
BFA
88
Beacon Financial Advisory
Ohio
$726K +$27K +122 +4%
PAG
89
Private Advisor Group
New Jersey
$693K -$614K -2,775 -47%
PCIA
90
Prime Capital Investment Advisors
Kansas
$673K -$13.5K -61 -2%
BCM
91
Barometer Capital Management
Ontario, Canada
$664K -$11.7K -53 -2%
FTS
92
Fifth Third Securities
Ohio
$637K +$637K +2,880 New
EWA
93
EP Wealth Advisors
California
$623K -$123M -646,439 -99%
BRWA
94
B. Riley Wealth Advisors
Florida
$622K -$95.8K -433 -13%
MWM
95
Meridian Wealth Management
Kentucky
$598K – – –
SCM
96
Spring Capital Management
Texas
$576K -$146K -660 -20%
HAS
97
HBW Advisory Services
California
$547K +$10.2K +46 +2%
RJT
98
Raymond James Trust
Florida
$539K +$122K +550 +29%
SIA
99
Soltis Investment Advisors
Utah
$531K +$1.77K +8 +0.3%
SFPG
100
Stonebridge Financial Planning Group
Florida
$517K -$44.3K -200 -8%
2 3
4
5 6