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State Street SPDR S&P Software & Services ETF

46 hedge funds and large institutions have $58.6M invested in State Street SPDR S&P Software & Services ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

18% more funds holding

Funds holding: 3946 (+7)

8.99% more ownership

Funds ownership: 40.16%49.16% (+9%)

4% more capital invested

Capital invested by funds: $56.5M → $58.6M (+$2.16M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$321K +$340K +4,267 +10,668%
AWCI
27
Alpine Woods Capital Investors
New York
$298K +$318K +4,000 New
SPIA
28
Steward Partners Investment Advisory
New York
$241K -$4.46K -56 -2%
William Blair & Company
29
William Blair & Company
Illinois
$189K +$97.1K +1,220 +93%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$172K -$6.85K -86 -4%
US Bancorp
31
US Bancorp
Minnesota
$171K +$183K +2,297 New
SSB
32
Sandy Spring Bank
Maryland
$105K
Wells Fargo
33
Wells Fargo
California
$96K -$239 -3 -0.2%
CH
34
Canton Hathaway
Rhode Island
$47K +$15.2K +191 +43%
WEC
35
Winslow Evans & Crocker
Massachusetts
$46K -$87.6K -1,100 -64%
AG
36
Advisor Group
Arizona
$43K -$154K -1,932 -77%
Deutsche Bank
37
Deutsche Bank
Germany
$38K
IF
38
Ironwood Financial
Arizona
$31K
Citigroup
39
Citigroup
New York
$30K
PWM
40
PRW Wealth Management
Massachusetts
$30K +$31.9K +401 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$22K
UBS AM
42
UBS AM
Illinois
$17.5K +$18.7K +235 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$13K +$5.09K +64 +58%
GWM
44
Geneos Wealth Management
Colorado
$7K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.97K +75 New
PI
46
PineBridge Investments
New York
-$118K -1,300 Closed
AIM
47
Advantage Investment Management
Iowa
-$18K -196 Closed
WF
48
WealthTrust Fairport
Ohio
-$11K -119 Closed