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State Street SPDR S&P Software & Services ETF

56 hedge funds and large institutions have $79.5M invested in State Street SPDR S&P Software & Services ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5556 (+1)

0.98% less ownership

Funds ownership: 46.86%45.88% (-0.98%)

26% less capital invested

Capital invested by funds: $108M → $79.5M (-$28.5M)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CAZ Investments
Texas
$421K +$506K +5,127 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$350K -$527K -5,344 -56%
William Blair & Company
28
William Blair & Company
Illinois
$276K
Citadel Advisors
29
Citadel Advisors
Florida
$219K +$263K +2,667 New
ACM
30
AlphaStar Capital Management
North Carolina
$212K +$27K +274 +13%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$158K -$42K -426 -18%
Citigroup
32
Citigroup
New York
$155K +$164K +1,664 +723%
SSB
33
Sandy Spring Bank
Maryland
$111K
CH
34
Canton Hathaway
Rhode Island
$109K -$20K -203 -13%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$92K
FWM
36
Focused Wealth Management
New York
$88K -$2.9M -29,349 -96%
ASN
37
Advisory Services Network
Georgia
$79K +$68.2K +691 +256%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$50K +$99 +1 +0.2%
WEC
39
Winslow Evans & Crocker
Massachusetts
$28K -$6.91K -70 -18%
PI
40
PineBridge Investments
New York
$25K +$29.6K +300 New
AIC
41
Ameritas Investment Company
Nebraska
$25K +$29.7K +301 New
AWM
42
Avior Wealth Management
Nebraska
$21K -$275K -2,790 -91%
SF
43
Synovus Financial
Georgia
$21K +$25.5K +258 New
WT
44
Whittier Trust
California
$12K +$14.8K +150 New
RFA
45
Reilly Financial Advisors
California
$9K +$10.4K +105 New
US Bancorp
46
US Bancorp
Minnesota
$8K -$43.3K -439 -82%
GWM
47
Geneos Wealth Management
Colorado
$8K
VCP
48
Verus Capital Partners
Arizona
$7K -$22K -223 -72%
AWA
49
Arkadios Wealth Advisors
Georgia
$6.27K
GFPC
50
Global Financial Private Client
Florida
$5.81K