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SPDR S&P Software & Services ETF
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Overview Fund Activity

100 hedge funds and large institutions have $189M invested in 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.

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% 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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.5M
3
Bank of America
3
Bank of America
North Carolina
$59.2M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$2.3M
5
BCM
5
Beck Capital Management
Texas
$2.07M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$285K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$789K
3
Ameriprise
3
Ameriprise
Minnesota
$931K
4
KWM
4
Kingsview Wealth Management
Oregon
$1.19M
5
BlackRock
5
BlackRock
New York
$7.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$355K 2,360 +172 +8%
CIA
52
Caerus Investment Advisors
Texas
$314K 2,090 +2,090 New
PSCM
53
Per Stirling Capital Management
Texas
$307K 2,044 +1 +0%
SS
54
Sunbelt Securities
Texas
$302K 2,006 -112 -5%
OMC
55
Old Mission Capital
Illinois
$301K 2,000 +2,000 New
KFS
56
Kaizen Financial Strategies
California
$287K 1,907 -10 -0.5%
FIA
57
Foundations Investment Advisors
Arizona
$285K 1,907 -18,001 -90%
VFG
58
V2 Financial group
Illinois
$271K 1,800 – –
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$257K 1,707 -466 -21%
RIS
60
Retirement Income Solutions
Michigan
$256K 1,704 – –
TW
61
TrinityPoint Wealth
Connecticut
$249K 1,658 – –
Truist Financial
62
Truist Financial
North Carolina
$240K 1,597 -4 -0.2%
UCFA
63
United Capital Financial Advisors
Texas
$218K 1,453 +1,453 New
WWM
64
Western Wealth Management
Colorado
$208K 1,386 +1,386 New
BAM
65
Belpointe Asset Management
Nevada
$204K 1,360 +1,360 New
RAM
66
Ramirez Asset Management
New York
$150K 1,000 – –
CF
67
Centaurus Financial
California
$147K 976 +976 New
SSB
68
Sandy Spring Bank
Maryland
$143K 948 – –
ASN
69
Advisory Services Network
Georgia
$111K 737 +737 New
AWM
70
Able Wealth Management
New Jersey
$108K 716 +716 New
T
71
Tidemark
California
$96.7K 643 +643 New
EC
72
EdgeRock Capital
Colorado
$91.6K 610 +610 New
VCM
73
Versant Capital Management
Arizona
$75.2K 500 – –
SL
74
Salomon & Ludwin
Virginia
$73.5K 579 – –
Simplex Trading
75
Simplex Trading
Illinois
$70K 470 -970 -67%
1 2
3
4 5