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State Street SPDR S&P Software & Services ETF

101 hedge funds and large institutions have $189M invested in State Street SPDR S&P Software & Services ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

66% more call options, than puts

Call options by funds: $625K | Put options by funds: $376K

37% more capital invested

Capital invested by funds: $138M → $189M (+$50.7M)

19% more funds holding

Funds holding: 85101 (+16)

4.77% more ownership

Funds ownership: 46.91%51.67% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
25
Reduced
26
Closed
4
Calls
$625K
Puts
$376K
Net Calls
+$249K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$355K +$22.9K +172 +8%
CIA
52
Caerus Investment Advisors
Texas
$314K +$278K +2,090 New
PSCM
53
Per Stirling Capital Management
Texas
$307K +$133 +1 +0%
SS
54
Sunbelt Securities
Texas
$302K -$14.9K -112 -5%
OMC
55
Old Mission Capital
Illinois
$301K +$266K +2,000 New
KFS
56
Kaizen Financial Strategies
California
$287K -$1.33K -10 -0.5%
FIA
57
Foundations Investment Advisors
Arizona
$285K -$2.4M -18,001 -90%
VFG
58
V2 Financial group
Illinois
$271K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$257K -$62K -466 -21%
RIS
60
Retirement Income Solutions
Michigan
$256K
TW
61
TrinityPoint Wealth
Connecticut
$249K
Truist Financial
62
Truist Financial
North Carolina
$240K -$532 -4 -0.2%
UCFA
63
United Capital Financial Advisors
Texas
$218K +$193K +1,453 New
WWM
64
Western Wealth Management
Colorado
$208K +$184K +1,386 New
BAM
65
Belpointe Asset Management
Nevada
$204K +$181K +1,360 New
ASBI
66
American State Bank (Iowa)
Iowa
$196K
RAM
67
Ramirez Asset Management
New York
$150K
CF
68
Centaurus Financial
California
$147K +$130K +976 New
SSB
69
Sandy Spring Bank
Maryland
$143K
ASN
70
Advisory Services Network
Georgia
$111K +$98.1K +737 New
AWM
71
Able Wealth Management
New Jersey
$108K +$95.3K +716 New
T
72
Tidemark
California
$96.7K +$85.6K +643 New
EC
73
EdgeRock Capital
Colorado
$91.6K +$81.2K +610 New
VCM
74
Versant Capital Management
Arizona
$75.2K
SL
75
Salomon & Ludwin
Virginia
$73.5K