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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 %
WI
126
WBI Investments
New Jersey
$360K -$7.52K -34 -2%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$350K – – –
MWM
128
Merriman Wealth Management
Washington
$342K +$221 +1 +0.1%
AAS
129
Avantax Advisory Services
Texas
$334K -$75.5K -341 -18%
TCM
130
Tandem Capital Management
New Jersey
$333K +$333K +1,505 New
SG
131
StoneX Group
New York
$331K +$55.1K +249 +20%
HIA
132
Harbor Investment Advisory
Maryland
$329K – – –
SAM
133
Secure Asset Management
Michigan
$326K +$34.7K +157 +12%
CF
134
Centaurus Financial
California
$326K +$19.9K +90 +6%
NFSG
135
Newbridge Financial Services Group
Florida
$306K +$14.4K +65 +5%
TWP
136
Tempus Wealth Planning
California
$282K +$3.1K +14 +1%
CMS
137
Capital Market Strategies
Florida
$281K +$281K +1,268 New
DWMG
138
DB Wealth Management Group
California
$277K – – –
Northern Trust
139
Northern Trust
Illinois
$269K +$269K +1,215 New
BCA
140
Bay Colony Advisors
Massachusetts
$268K +$268K +1,213 New
BCM
141
Brasada Capital Management
Texas
$262K +$2.43K +11 +0.9%
AFA
142
Atlas Financial Advisors
California
$256K -$13.3K -60 -5%
ACS
143
Archford Capital Strategies
Illinois
$255K -$12.2K -55 -5%
IWC
144
Integrated Wealth Concepts
Massachusetts
$249K +$249K +1,125 New
PA
145
PFG Advisors
Arizona
$248K +$248K +1,120 New
CLOS
146
Compagnie Lombard Odier SCmA
Switzerland
$248K +$221K +1,000 +833%
WWM
147
Western Wealth Management
Colorado
$247K -$443 -2 -0.2%
CWM
148
Concentrum Wealth Management
California
$241K -$111K -502 -32%
MCCA
149
Mill Creek Capital Advisors
Pennsylvania
$238K – – –
GPA
150
Guerra Pan Advisors
New Jersey
$236K +$236K +1,065 New
4 5
6
7 8