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State Street SPDR S&P Software & Services ETF

55 hedge funds and large institutions have $92.3M invested in State Street SPDR S&P Software & Services ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

57% more capital invested

Capital invested by funds: $58.6M → $92.3M (+$33.6M)

20% more funds holding

Funds holding: 4655 (+9)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

5.65% less ownership

Funds ownership: 49.16%43.5% (-5.7%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
15
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
26
Northeast Financial Consultants
Connecticut
$343K +$374K +4,272 New
WP
27
WealthSource Partners
California
$301K +$279K +3,189 New
MML Investors Services
28
MML Investors Services
Massachusetts
$292K -$151K -1,723 -36%
SPIA
29
Steward Partners Investment Advisory
New York
$286K -$17.8K -203 -6%
SB
30
Suntrust Banks
Georgia
$277K +$257K +2,938 New
AIP
31
Ahrens Investment Partners
Louisiana
$253K +$235K +2,680 New
William Blair & Company
32
William Blair & Company
Illinois
$247K +$7.27K +83 +3%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$226K +$7.62K +87 +4%
US Bancorp
34
US Bancorp
Minnesota
$221K +$3.42K +39 +2%
AG
35
Advisor Group
Arizona
$195K +$132K +1,512 +268%
SSB
36
Sandy Spring Bank
Maryland
$128K -$4.82K -55 -4%
CA
37
Cetera Advisors
Colorado
$124K +$114K +1,298 New
Wells Fargo
38
Wells Fargo
California
$121K -$1.4K -16 -1%
WCG
39
Weaver Consulting Group
California
$87K +$80.5K +919 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$60K +$1.23K +14 +2%
CH
41
Canton Hathaway
Rhode Island
$59K
APA
42
American Portfolios Advisors
New York
$51.2K +$47.5K +542 New
Deutsche Bank
43
Deutsche Bank
Germany
$48K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$42K +$12.5K +143 +48%
IF
45
Ironwood Financial
Arizona
$40K
Citigroup
46
Citigroup
New York
$38K
PWM
47
PRW Wealth Management
Massachusetts
$38K
RIA
48
Realta Investment Advisors
Delaware
$23K +$21.2K +242 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$16K
CF
50
Centaurus Financial
California
$11.9K +$98.5K +1,125 New