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SPDR S&P Software & Services ETF
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Overview Fund Activity

80 hedge funds and large institutions have $191M invested in SPDR S&P Software & Services ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.4M
2
FWA
2
FOCUS Wealth Advisors
Texas
$3.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.34M
4
LPL Financial
4
LPL Financial
California
$20.6M
5
OIM
5
Orca Investment Management
Oregon
$1.73M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.5M
4
TRCT
4
Tower Research Capital (TRC)
New York
$676K
5
Ameriprise
5
Ameriprise
Minnesota
$6.67M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$306K 1,987 -13 -0.7%
VFG
52
V2 Financial group
Illinois
$277K 1,800 +1,800 New
BCM
53
Beaumont Capital Management
Massachusetts
$220K 1,426 +1,426 New
DC
54
Davenport & Co
Virginia
$210K 1,365 +1,365 New
SSB
55
Sandy Spring Bank
Maryland
$185K 1,203 – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$172K 1,119 – –
NFSG
57
Newbridge Financial Services Group
Florida
$163K 1,059 -364 -26%
MCC
58
Money Concepts Capital
Florida
$147K 953 +953 New
CH
59
Canton Hathaway
Rhode Island
$138K 898 -33 -4%
NFG
60
Next Financial Group
Texas
$135K 874 +119 +16%
PI
61
PineBridge Investments
New York
$92K 600 -500 -45%
FWM
62
Focused Wealth Management
New York
$84K 545 -4 -0.7%
WEC
63
Winslow Evans & Crocker
Massachusetts
$84K 545 +225 +70%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$57K 370 – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$49K 316 -273 -46%
HI
66
Hudock Inc
Pennsylvania
$49K 323 +323 New
PWM
67
Perigon Wealth Management
California
$41K 269 +269 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$27K 174 – –
MF
69
Manchester Financial
California
$26K 167 +60 +56%
WT
70
Whittier Trust
California
$19K 125 -15 -11%
RFA
71
Reilly Financial Advisors
California
$16K 105 – –
D
72
Diversified
Delaware
$16K 131 +131 New
AAP
73
Arax Advisory Partners
Colorado
$14K 89 – –
CWP
74
Concord Wealth Partners
Virginia
$8K 50 +50 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$7K 47 – –
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3
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