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State Street SPDR S&P Software & Services ETF

81 hedge funds and large institutions have $191M invested in State Street SPDR S&P Software & Services ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

44% more capital invested

Capital invested by funds: $132M → $191M (+$58.6M)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more funds holding

Funds holding: 6681 (+15)

4.13% more ownership

Funds ownership: 49.45%53.58% (+4.1%)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
26
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$1.07M +$11.3K +84 +1%
KFS
27
Kaizen Financial Strategies
California
$992K +$868K +6,439 New
Osaic Holdings
28
Osaic Holdings
Arizona
$953K -$196K -1,456 -19%
SIM
29
Seaview Investment Managers
Florida
$919K +$668K +4,960 +493%
CFA
30
Carroll Financial Associates
North Carolina
$883K +$2.69K +20 +0.3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$831K +$177K +1,317 +32%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$820K -$112K -834 -14%
X
33
Xponance
Pennsylvania
$813K
PWM
34
Peterson Wealth Management
Nevada
$808K +$206K +1,528 +41%
NFC
35
Northeast Financial Consultants
Connecticut
$804K +$703K +5,220 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$733K +$79.6K +591 +14%
BFA
37
Beaumont Financial Advisors
Massachusetts
$689K +$602K +4,468 New
TRCT
38
Tower Research Capital (TRC)
New York
$676K -$701K -5,204 -54%
ASN
39
Advisory Services Network
Georgia
$548K +$13.1K +97 +3%
Citigroup
40
Citigroup
New York
$508K +$13.5K +100 +3%
CFO
41
Collective Family Office
Pennsylvania
$485K +$425K +3,150 New
GVAG
42
Great Valley Advisor Group
Delaware
$436K +$12.8K +95 +3%
DWP
43
Destiny Wealth Partners
Florida
$428K +$375K +2,780 New
IA
44
IFP Advisors
Florida
$420K
PAG
45
Private Advisor Group
New Jersey
$409K +$55.9K +415 +19%
MML Investors Services
46
MML Investors Services
Massachusetts
$405K -$63.6K -472 -15%
ACM
47
Allred Capital Management
Texas
$398K -$8.63K -64 -2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$378K
RIS
49
Retirement Income Solutions
Michigan
$328K
SS
50
Sunbelt Securities
Texas
$308K