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State Street SPDR S&P Software & Services ETF

95 hedge funds and large institutions have $196M invested in State Street SPDR S&P Software & Services ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

873% more call options, than puts

Call options by funds: $438K | Put options by funds: $45K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

2.99% more ownership

Funds ownership: 51.4%54.39% (+3%)

2% more funds holding

Funds holding: 9395 (+2)

3% less capital invested

Capital invested by funds: $201M → $196M (-$5.37M)

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
22
Closed
9
Calls
$438K
Puts
$45K
Net Calls
+$393K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
26
Fort Point Capital Partners
California
$1.41M -$32.5K -219 -2%
NFSG
27
Newbridge Financial Services Group
Florida
$1.2M +$323K +2,179 +38%
Prudential Financial
28
Prudential Financial
New Jersey
$1.01M -$54.3K -366 -5%
JWCA
29
J.W. Coons Advisors
Ohio
$1M +$130K +880 +15%
Citadel Advisors
30
Citadel Advisors
Florida
$840K +$824K +5,561 New
FIA
31
Foundations Investment Advisors
Arizona
$821K +$5.63K +38 +0.7%
NAM
32
NTV Asset Management
West Virginia
$797K -$81.5K -550 -9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$777K -$146K -987 -16%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$714K +$60.6K +409 +9%
IWM
35
IHT Wealth Management
Illinois
$690K +$296 +2 +0%
GEM
36
Global Endowment Management
North Carolina
$604K
FTUS
37
Flow Traders U.S.
New York
$546K +$186K +1,258 +53%
QPW
38
Quantum Private Wealth
Florida
$480K
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$427K -$9.04K -61 -2%
BFA
40
Beacon Financial Advisory
Ohio
$407K +$445 +3 +0.1%
KWA
41
Kingswood Wealth Advisors
California
$406K +$398K +2,684 New
Citigroup
42
Citigroup
New York
$395K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$384K -$12K -81 -3%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$368K +$361K +2,437 New
Belvedere Trading
45
Belvedere Trading
Illinois
$365K +$358K +2,414 New
SCP
46
Sivia Capital Partners
California
$343K
IA
47
IFP Advisors
Florida
$343K +$8.15K +55 +2%
MCC
48
Money Concepts Capital
Florida
$339K -$41.5K -280 -11%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$331K -$86.3K -582 -21%
Creative Planning
50
Creative Planning
Kansas
$331K