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SPDR S&P Software & Services ETF
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Overview Fund Activity

80 hedge funds and large institutions have $191M invested in SPDR S&P Software & Services ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.4M
2
FWA
2
FOCUS Wealth Advisors
Texas
$3.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.34M
4
LPL Financial
4
LPL Financial
California
$20.6M
5
OIM
5
Orca Investment Management
Oregon
$1.73M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.5M
4
TRCT
4
Tower Research Capital (TRC)
New York
$676K
5
Ameriprise
5
Ameriprise
Minnesota
$6.67M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
26
Well Done LLC
Michigan
$1.07M 6,954 +84 +1%
KFS
27
Kaizen Financial Strategies
California
$992K 6,439 +6,439 New
Osaic Holdings
28
Osaic Holdings
Arizona
$953K 6,185 -1,456 -19%
SIM
29
Seaview Investment Managers
Florida
$919K 5,967 +4,960 +493%
CFA
30
Carroll Financial Associates
North Carolina
$883K 5,735 +20 +0.3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$831K 5,397 +1,317 +32%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$820K 5,323 -834 -14%
X
33
Xponance
Pennsylvania
$813K 5,273 – –
PWM
34
Peterson Wealth Management
Nevada
$808K 5,243 +1,528 +41%
NFC
35
Northeast Financial Consultants
Connecticut
$804K 5,220 +5,220 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$733K 4,756 +591 +14%
BFA
37
Beaumont Financial Advisors
Massachusetts
$689K 4,468 +4,468 New
TRCT
38
Tower Research Capital (TRC)
New York
$676K 4,385 -5,204 -54%
ASN
39
Advisory Services Network
Georgia
$548K 3,559 +97 +3%
Citigroup
40
Citigroup
New York
$508K 3,294 +100 +3%
CFO
41
Collective Family Office
Pennsylvania
$485K 3,150 +3,150 New
GVAG
42
Great Valley Advisor Group
Delaware
$436K 2,826 +95 +3%
DWP
43
Destiny Wealth Partners
Florida
$428K 2,780 +2,780 New
IA
44
IFP Advisors
Florida
$420K 2,724 – –
PAG
45
Private Advisor Group
New Jersey
$409K 2,655 +415 +19%
MML Investors Services
46
MML Investors Services
Massachusetts
$405K 2,625 -472 -15%
ACM
47
Allred Capital Management
Texas
$398K 2,586 -64 -2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$378K 2,450 – –
RIS
49
Retirement Income Solutions
Michigan
$328K 2,128 – –
SS
50
Sunbelt Securities
Texas
$308K 2,001 – –
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