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State Street SPDR S&P Software & Services ETF

88 hedge funds and large institutions have $242M invested in State Street SPDR S&P Software & Services ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $191M → $242M (+$51.5M)

9% more funds holding

Funds holding: 8188 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.15% less ownership

Funds ownership: 53.58%51.43% (-2.2%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$941K +$929K +5,760 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$899K +$154K +953 +20%
NFC
28
Northeast Financial Consultants
Connecticut
$876K +$55.3K +343 +7%
Prudential Financial
29
Prudential Financial
New Jersey
$847K -$578K -3,587 -40%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$784K -$31.1M -193,077 -97%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$776K -$75K -465 -9%
KFS
32
Kaizen Financial Strategies
California
$727K -$294K -1,823 -28%
ASN
33
Advisory Services Network
Georgia
$676K +$118K +735 +21%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$660K -$698K -4,329 -51%
PWM
35
Peterson Wealth Management
Nevada
$637K -$193K -1,196 -23%
CW
36
CreativeOne Wealth
Kansas
$634K +$649K +4,023 New
X
37
Xponance
Pennsylvania
$631K -$204K -1,266 -24%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$618K +$238K +1,475 +60%
BCM
39
Beaumont Capital Management
Massachusetts
$610K +$395K +2,448 +172%
Citigroup
40
Citigroup
New York
$550K +$32.2K +200 +6%
AIC
41
Ameritas Investment Company
Nebraska
$533K +$546K +3,384 New
W
42
WealthOne
New York
$490K +$501K +3,109 New
CFO
43
Collective Family Office
Pennsylvania
$472K -$24.2K -150 -5%
MML Investors Services
44
MML Investors Services
Massachusetts
$418K +$4.19K +26 +1%
ACM
45
Allred Capital Management
Texas
$392K -$15.3K -95 -4%
WWM
46
Western Wealth Management
Colorado
$360K +$47.9K +297 +15%
Citadel Advisors
47
Citadel Advisors
Florida
$354K -$1.39M -8,620 -79%
TRCT
48
Tower Research Capital (TRC)
New York
$351K -$348K -2,159 -49%
GVAG
49
Great Valley Advisor Group
Delaware
$335K -$113K -702 -25%
RIS
50
Retirement Income Solutions
Michigan
$335K