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State Street SPDR S&P Software & Services ETF

82 hedge funds and large institutions have $97.2M invested in State Street SPDR S&P Software & Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

187% more call options, than puts

Call options by funds: $566K | Put options by funds: $197K

28% more capital invested

Capital invested by funds: $76M → $97.2M (+$21.3M)

9% more funds holding

Funds holding: 7582 (+7)

4.59% more ownership

Funds ownership: 37.8%42.39% (+4.6%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
30
Closed
4
Calls
$566K
Puts
$197K
Net Calls
+$369K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
VFG
51
V2 Financial group
Illinois
$222K +$214K +1,800 New
RIS
52
Retirement Income Solutions
Michigan
$210K +$202K +1,704 New
IA
53
IFP Advisors
Florida
$209K -$15K -126 -5%
ASBI
54
American State Bank (Iowa)
Iowa
$164K +$8.32K +70 +6%
SSB
55
Sandy Spring Bank
Maryland
$117K
NFSG
56
Newbridge Financial Services Group
Florida
$110K +$11.6K +98 +12%
ASN
57
Advisory Services Network
Georgia
$93.8K
CH
58
Canton Hathaway
Rhode Island
$70K
VCM
59
Versant Capital Management
Arizona
$61.5K
FWM
60
Focused Wealth Management
New York
$45.9K -$1.07K -9 -2%
FWP
61
FAS Wealth Partners
Kansas
$42.3K +$3.33K +28 +9%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$36.9K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$33.5K -$3.56K -30 -10%
SWM
64
Spire Wealth Management
Virginia
$31.3K +$19.6K +165 +185%
AssetMark Inc
65
AssetMark Inc
California
$26.3K -$3.68K -31 -13%
WT
66
Whittier Trust
California
$25.8K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$20K -$30.4K -256 -61%
BAM
68
Belpointe Asset Management
Nevada
$19.2K -$5.11K -43 -22%
CG
69
Cutler Group
California
$12K -$11.9K -100 -50%
AAP
70
Arax Advisory Partners
Colorado
$11K
PA
71
Parallel Advisors
California
$10.5K
GRP
72
Global Retirement Partners
California
$9.61K
AAS
73
Ameritas Advisory Services
Nebraska
$7.95K +$7.72K +65 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$7.38K
NC
75
NewSquare Capital
Pennsylvania
$6.89K +$3.45K +29 +107%