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State Street SPDR S&P Software & Services ETF

55 hedge funds and large institutions have $108M invested in State Street SPDR S&P Software & Services ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $89.8M → $108M (+$18.1M)

5.74% more ownership

Funds ownership: 41.12%46.86% (+5.7%)

2% more funds holding

Funds holding: 5455 (+1)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$385K +$245K +2,511 +197%
Truist Financial
27
Truist Financial
North Carolina
$376K +$362K +3,704 New
William Blair & Company
28
William Blair & Company
Illinois
$342K
SS
29
Sunbelt Securities
Texas
$325K
AWM
30
Avior Wealth Management
Nebraska
$309K +$298K +3,050 New
MML Investors Services
31
MML Investors Services
Massachusetts
$285K +$586 +6 +0.2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$239K -$17.8K -182 -7%
ACM
33
AlphaStar Capital Management
North Carolina
$222K +$213K +2,180 New
CH
34
Canton Hathaway
Rhode Island
$156K +$22.8K +233 +18%
SSB
35
Sandy Spring Bank
Maryland
$138K
TRCT
36
Tower Research Capital (TRC)
New York
$136K -$83.8K -858 -39%
AG
37
Advisor Group
Arizona
$127K -$18.3K -187 -13%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$114K -$879 -9 -0.8%
CF
39
Centaurus Financial
California
$109K +$105K +1,075 New
WCG
40
Weaver Consulting Group
California
$86K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$62K +$18K +184 +43%
US Bancorp
42
US Bancorp
Minnesota
$54K
IF
43
Ironwood Financial
Arizona
$43K
WEC
44
Winslow Evans & Crocker
Massachusetts
$40K
VCP
45
Verus Capital Partners
Arizona
$32K +$30.3K +310 New
ASN
46
Advisory Services Network
Georgia
$27K +$21K +215 +391%
Citigroup
47
Citigroup
New York
$23K
RIA
48
Realta Investment Advisors
Delaware
$15K -$13.5K -138 -49%
SFPG
49
Stonebridge Financial Planning Group
Florida
$13K +$12.2K +125 New
GWM
50
Geneos Wealth Management
Colorado
$10K