We are live on ! Find out more
XSW icon

State Street SPDR S&P Software & Services ETF

81 hedge funds and large institutions have $191M invested in State Street SPDR S&P Software & Services ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

44% more capital invested

Capital invested by funds: $132M → $191M (+$58.6M)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more funds holding

Funds holding: 6681 (+15)

4.13% more ownership

Funds ownership: 49.45%53.58% (+4.1%)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
26
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$306K -$1.75K -13 -0.7%
VFG
52
V2 Financial group
Illinois
$277K +$243K +1,800 New
ASBI
53
American State Bank (Iowa)
Iowa
$231K +$202K +1,500 New
BCM
54
Beaumont Capital Management
Massachusetts
$220K +$192K +1,426 New
DC
55
Davenport & Co
Virginia
$210K +$184K +1,365 New
SSB
56
Sandy Spring Bank
Maryland
$185K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$172K
NFSG
58
Newbridge Financial Services Group
Florida
$163K -$49.1K -364 -26%
MCC
59
Money Concepts Capital
Florida
$147K +$128K +953 New
CH
60
Canton Hathaway
Rhode Island
$138K -$4.45K -33 -4%
NFG
61
Next Financial Group
Texas
$135K +$16K +119 +16%
PI
62
PineBridge Investments
New York
$92K -$67.4K -500 -45%
FWM
63
Focused Wealth Management
New York
$84K -$539 -4 -0.7%
WEC
64
Winslow Evans & Crocker
Massachusetts
$84K +$30.3K +225 +70%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$57K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$49K -$36.8K -273 -46%
HI
67
Hudock Inc
Pennsylvania
$49K +$43.5K +323 New
PWM
68
Perigon Wealth Management
California
$41K +$36.3K +269 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$27K
MF
70
Manchester Financial
California
$26K +$8.09K +60 +56%
WT
71
Whittier Trust
California
$19K -$2.02K -15 -11%
RFA
72
Reilly Financial Advisors
California
$16K
D
73
Diversified
Delaware
$16K +$17.7K +131 New
AAP
74
Arax Advisory Partners
Colorado
$14K
CWP
75
Concord Wealth Partners
Virginia
$8K +$6.74K +50 New