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SPDR S&P Software & Services ETF
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Overview Fund Activity

81 hedge funds and large institutions have $97.1M invested in SPDR S&P Software & Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
30
Closed
4
Calls
$566K
Puts
$197K
Net Calls
+$369K
Net Calls Change
+$186K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.04M
2
EF
2
Empowered Funds
Pennsylvania
$4.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.74M
4
Ameriprise
4
Ameriprise
Minnesota
$3.58M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.02M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
TC
2
Telemus Capital
Michigan
$395K
3
UBS Group
3
UBS Group
Switzerland
$3.36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$749K
5
Wells Fargo
5
Wells Fargo
California
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$574K 4,664 -387 -8%
HGERS
27
Householder Group Estate & Retirement Specialist
Arizona
$573K 4,656 +4,656 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$493K 4,004 -146 -4%
GEM
29
Global Endowment Management
North Carolina
$492K 4,000 – –
IWM
30
IHT Wealth Management
Illinois
$485K 3,942 +1,833 +87%
MML Investors Services
31
MML Investors Services
Massachusetts
$416K 3,378 -225 -6%
MCC
32
Money Concepts Capital
Florida
$413K 36,643 +34,571 +1,668%
TC
33
Telemus Capital
Michigan
$395K 3,210 -4,200 -57%
QPW
34
Quantum Private Wealth
Florida
$391K 3,177 +489 +18%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$327K 2,659 -1,373 -34%
X
36
Xponance
Pennsylvania
$314K 2,554 -288 -10%
Citigroup
37
Citigroup
New York
$297K 2,417 -425 -15%
NAM
38
NTV Asset Management
West Virginia
$286K 2,325 – –
NLG
39
New Legacy Group
New York
$283K 2,299 – –
KWM
40
Kingsview Wealth Management
Oregon
$275K 2,232 +2,232 New
Creative Planning
41
Creative Planning
Kansas
$269K 2,188 – –
CIA
42
Caerus Investment Advisors
Texas
$257K 2,090 +2,090 New
BFA
43
Beacon Financial Advisory
Ohio
$256K 2,079 +2,079 New
KFS
44
Kaizen Financial Strategies
California
$253K 2,056 -296 -13%
SS
45
Sunbelt Securities
Texas
$252K 2,117 – –
PSCM
46
Per Stirling Capital Management
Texas
$251K 2,042 +2 +0.1%
Marshall Wace
47
Marshall Wace
United Kingdom
$245K 1,990 -850 -30%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$237K 1,925 – –
Truist Financial
49
Truist Financial
North Carolina
$230K 1,867 -1,085 -37%
TW
50
TrinityPoint Wealth
Connecticut
$226K 1,834 +1,834 New
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