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SPDR S&P Software & Services ETF
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Overview Fund Activity

84 hedge funds and large institutions have $138M invested in SPDR S&P Software & Services ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
19
Closed
8
Calls
$571K
Puts
$774K
Net Calls
-$203K
Net Calls Change
-$336K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.53M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
UBS Group
3
UBS Group
Switzerland
$5.02M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.67M
5
Belvedere Trading
5
Belvedere Trading
Illinois
$1.17M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BWL
3
Bogart Wealth LLC
Virginia
$12.3K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$992K 7,819 +7,819 New
LG
27
Leuthold Group
Minnesota
$824K 6,492 +59 +0.9%
NAM
28
NTV Asset Management
West Virginia
$739K 5,825 -100 -2%
Prudential Financial
29
Prudential Financial
New Jersey
$660K 5,205 +525 +11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$598K 4,710 +460 +11%
IWM
31
IHT Wealth Management
Illinois
$593K 4,673 +479 +11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$592K 4,667 +2,092 +81%
NFSG
33
Newbridge Financial Services Group
Florida
$520K 4,096 +1,749 +75%
GEM
34
Global Endowment Management
North Carolina
$508K 4,000 – –
QPW
35
Quantum Private Wealth
Florida
$416K 3,277 – –
Citadel Advisors
36
Citadel Advisors
Florida
$416K 3,277 +3,277 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$381K 3,000 -700 -19%
Citigroup
38
Citigroup
New York
$351K 2,767 +350 +14%
MCC
39
Money Concepts Capital
Florida
$336K 2,649 +2,649 New
IA
40
IFP Advisors
Florida
$313K 2,463 -101 -4%
FTS
41
Fifth Third Securities
Ohio
$310K 2,443 +2,443 New
TC
42
Telemus Capital
Michigan
$297K 2,337 -68 -3%
NLG
43
New Legacy Group
New York
$292K 2,299 – –
Creative Planning
44
Creative Planning
Kansas
$278K 2,188 – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$276K 2,173 +72 +3%
SS
46
Sunbelt Securities
Texas
$269K 2,118 – –
BFA
47
Beacon Financial Advisory
Ohio
$264K 2,081 – –
PSCM
48
Per Stirling Capital Management
Texas
$259K 2,043 – –
KFS
49
Kaizen Financial Strategies
California
$243K 1,917 -139 -7%
VFG
50
V2 Financial group
Illinois
$228K 1,800 – –
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