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State Street SPDR S&P Software & Services ETF

101 hedge funds and large institutions have $189M invested in State Street SPDR S&P Software & Services ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

66% more call options, than puts

Call options by funds: $625K | Put options by funds: $376K

37% more capital invested

Capital invested by funds: $138M → $189M (+$50.7M)

19% more funds holding

Funds holding: 85101 (+16)

4.77% more ownership

Funds ownership: 46.91%51.67% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
25
Reduced
26
Closed
4
Calls
$625K
Puts
$376K
Net Calls
+$249K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.19M -$702K -5,276 -40%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$1.13M +$599K +4,500 +150%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.1M -$63.3K -476 -6%
LG
29
Leuthold Group
Minnesota
$988K +$10.9K +82 +1%
Prudential Financial
30
Prudential Financial
New Jersey
$975K +$170K +1,277 +25%
Ameriprise
31
Ameriprise
Minnesota
$931K -$1.85M -13,874 -69%
NAM
32
NTV Asset Management
West Virginia
$876K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$789K -$1.96M -14,753 -74%
AGM
34
Alpine Global Management
New York
$753K +$667K +5,011 New
IWM
35
IHT Wealth Management
Illinois
$729K +$23.7K +178 +4%
NFSG
36
Newbridge Financial Services Group
Florida
$679K +$55.9K +420 +10%
GEM
37
Global Endowment Management
North Carolina
$601K
Two Sigma Investments
38
Two Sigma Investments
New York
$586K +$519K +3,900 New
FTS
39
Fifth Third Securities
Ohio
$494K +$113K +846 +35%
QPW
40
Quantum Private Wealth
Florida
$478K -$13.3K -100 -3%
TC
41
Telemus Capital
Michigan
$455K +$91.4K +687 +29%
Citigroup
42
Citigroup
New York
$416K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$396K -$271K -2,033 -44%
NWM
44
Napa Wealth Management
California
$392K +$347K +2,610 New
SCP
45
Sivia Capital Partners
California
$387K +$342K +2,573 New
BFA
46
Beacon Financial Advisory
Ohio
$386K +$64.7K +486 +23%
MCC
47
Money Concepts Capital
Florida
$384K -$12.9K -97 -4%
HF
48
HRT Financial
New York
$377K +$334K +2,512 New
IA
49
IFP Advisors
Florida
$370K
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$363K +$113K +850 +54%