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State Street SPDR S&P Software & Services ETF
XSW
XSW
54 hedge funds and large institutions have $89.8M invested in State Street SPDR S&P Software & Services ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
5% less funds holding
Funds holding: 57 → 54 (-3)
7.55% less ownership
Funds ownership: 48.68% → 41.12% (-7.6%)
26% less capital invested
Capital invested by funds: $122M → $89.8M (-$32.2M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
+$3.08M |
| 2 |
Morgan Stanley
New York
|
+$1.56M |
| 3 |
LPL Financial
San Diego,
California
|
+$880K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$678K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$326K |
Top Sellers
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$14.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.31M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.82M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.76M |
| 5 |
HI
HBK Investments
Dallas,
Texas
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
SWA
52
Sutton Wealth Advisors
Tampa,
Florida
| $280 | +$291 | +3 | New |
|
|
NCM
53
Niemann Capital Management
Stateline,
Nevada
| – | -$14.2M | -145,427 | Closed |
|
|
BCM
54
Brookstone Capital Management
Wheaton,
Illinois
| – | -$485K | -5,037 | Closed |
|
|
SPIA
55
Steward Partners Investment Advisory
New York
| – | -$294K | -3,036 | -100% |
|
|
VCM
56
Virtue Capital Management
Brentwood,
Tennessee
| – | -$279K | -2,898 | Closed |
|
|
AIP
57
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$258K | -2,680 | Closed |
|
|
CF
58
Centaurus Financial
Anaheim,
California
| – | -$128K | -1,325 | Closed |
|
|
APA
59
American Portfolios Advisors
Holbrook,
New York
| – | -$52.2K | -542 | Closed |
|
60
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$49K | -510 | Closed |
|
|
CFA
61
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$40K | -412 | Closed |
|
62
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$29K | -300 | Closed |
|