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State Street SPDR S&P Software & Services ETF

88 hedge funds and large institutions have $242M invested in State Street SPDR S&P Software & Services ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $191M → $242M (+$51.5M)

9% more funds holding

Funds holding: 8188 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.15% less ownership

Funds ownership: 53.58%51.43% (-2.2%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$333K +$18.5K +115 +6%
BFA
52
Beaumont Financial Advisors
Massachusetts
$329K -$383K -2,375 -53%
IWM
53
IHT Wealth Management
Illinois
$328K -$5.16M -32,033 -94%
VFG
54
V2 Financial group
Illinois
$283K
NFG
55
Next Financial Group
Texas
$234K +$98.5K +611 +70%
CFA
56
Carroll Financial Associates
North Carolina
$228K -$691K -4,284 -75%
ASBI
57
American State Bank (Iowa)
Iowa
$215K -$21.8K -135 -9%
SI
58
Stephens Inc
Arkansas
$213K +$218K +1,350 New
IA
59
IFP Advisors
Florida
$196K -$238K -1,479 -54%
NFSG
60
Newbridge Financial Services Group
Florida
$195K +$28.9K +179 +17%
SSB
61
Sandy Spring Bank
Maryland
$189K
BFEC
62
Benjamin F. Edwards & Company
Missouri
$176K
CH
63
Canton Hathaway
Rhode Island
$146K +$4.84K +30 +3%
MCC
64
Money Concepts Capital
Florida
$143K -$6.77K -42 -4%
DWP
65
Destiny Wealth Partners
Florida
$137K -$307K -1,907 -69%
FWM
66
Focused Wealth Management
New York
$86K -$161 -1 -0.2%
HI
67
Hudock Inc
Pennsylvania
$62K +$12.1K +75 +23%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$58K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$50K
SWM
70
Spire Wealth Management
Virginia
$40K +$41K +254 New
MF
71
Manchester Financial
California
$30K +$4.03K +25 +15%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$27K
RG
73
Retirement Group
California
$23K +$23.9K +148 New
WT
74
Whittier Trust
California
$20K
RFA
75
Reilly Financial Advisors
California
$17K