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SPDR S&P Software & Services ETF
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Overview Fund Activity

93 hedge funds and large institutions have $201M invested in SPDR S&P Software & Services ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 19 closing their positions.

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
29
Closed
19
Calls
$593K
Puts
$47K
Net Calls
+$546K
Net Calls Change
+$297K

Top Buyers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$10.5M
2
KWM
2
Kingsview Wealth Management
Oregon
$6.44M
3
MIG
3
McGuire Investment Group
Rhode Island
$10.6M
4
LPL Financial
4
LPL Financial
California
$22.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Belvedere Trading
2
Belvedere Trading
Illinois
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$1.84M
5
AGM
5
Alpine Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.38M 8,854 +2,658 +43%
Prudential Financial
27
Prudential Financial
New Jersey
$1.1M 7,031 +549 +8%
LG
28
Leuthold Group
Minnesota
$1.01M 6,492 -82 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$956K 6,130 -2,105 -26%
NAM
30
NTV Asset Management
West Virginia
$909K 5,825 – –
NFSG
31
Newbridge Financial Services Group
Florida
$897K 5,748 +1,232 +27%
JWCA
32
J.W. Coons Advisors
Ohio
$896K 5,745 +5,745 New
FIA
33
Foundations Investment Advisors
Arizona
$842K 5,395 +3,488 +183%
IWM
34
IHT Wealth Management
Illinois
$712K 4,564 -287 -6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$673K 4,315 -4,238 -50%
GEM
36
Global Endowment Management
North Carolina
$624K 4,000 – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$608K 3,900 -3,600 -48%
QPW
38
Quantum Private Wealth
Florida
$496K 3,177 – –
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$450K 2,886 +2,886 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$432K 2,772 +138 +5%
BFA
41
Beacon Financial Advisory
Ohio
$420K 2,692 +125 +5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$409K 2,624 -2,623 -50%
Citigroup
43
Citigroup
New York
$407K 2,612 -155 -6%
MCC
44
Money Concepts Capital
Florida
$394K 2,525 -27 -1%
NWM
45
Napa Wealth Management
California
$392K 2,510 -100 -4%
FTUS
46
Flow Traders U.S.
New York
$368K 2,358 +2,358 New
SCP
47
Sivia Capital Partners
California
$355K 2,273 -300 -12%
IA
48
IFP Advisors
Florida
$345K 2,213 -250 -10%
Creative Planning
49
Creative Planning
Kansas
$341K 2,188 -172 -7%
SS
50
Sunbelt Securities
Texas
$295K 1,891 -115 -6%
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