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State Street SPDR S&P Software & Services ETF

76 hedge funds and large institutions have $137M invested in State Street SPDR S&P Software & Services ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $97.2M → $137M (+$39.8M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

17% more call options, than puts

Call options by funds: $933K | Put options by funds: $800K

2.69% more ownership

Funds ownership: 42.39%45.08% (+2.7%)

7% less funds holding

Funds holding: 8276 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
20
Closed
12
Calls
$933K
Puts
$800K
Net Calls
+$133K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
51
Retirement Income Solutions
Michigan
$227K
X
52
Xponance
Pennsylvania
$223K -$108K -880 -34%
BRWA
53
B. Riley Wealth Advisors
Florida
$206K +$190K +1,545 New
Belvedere Trading
54
Belvedere Trading
Illinois
$183K +$165K +1,340 +4,188%
ASBI
55
American State Bank (Iowa)
Iowa
$174K -$2.83K -23 -2%
SSB
56
Sandy Spring Bank
Maryland
$126K
CH
57
Canton Hathaway
Rhode Island
$76K
VCM
58
Versant Capital Management
Arizona
$66.7K
FWM
59
Focused Wealth Management
New York
$49.7K
FWP
60
FAS Wealth Partners
Kansas
$45.7K -$123 -1 -0.3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$35.6K -$616 -5 -2%
SWM
62
Spire Wealth Management
Virginia
$33.9K
AssetMark Inc
63
AssetMark Inc
California
$28.5K
TRCT
64
Tower Research Capital (TRC)
New York
$28K +$25.3K +205 +4,100%
WT
65
Whittier Trust
California
$28K
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$26.6K -$12.3K -100 -33%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$15.3K +$11.1K +90 +360%
AAP
68
Arax Advisory Partners
Colorado
$11.9K
PA
69
Parallel Advisors
California
$11.4K
GRP
70
Global Retirement Partners
California
$11.3K
NRG
71
Nemes Rush Group
Michigan
$8.27K +$7.64K +62 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$8.05K
NC
73
NewSquare Capital
Pennsylvania
$7.47K
HI
74
Harbour Investments
Wisconsin
$5.33K +$862 +7 +21%
BFO
75
Biltmore Family Office
North Carolina
$3.61K