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State Street SPDR S&P Software & Services ETF

93 hedge funds and large institutions have $201M invested in State Street SPDR S&P Software & Services ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,162% more call options, than puts

Call options by funds: $593K | Put options by funds: $47K

7% more capital invested

Capital invested by funds: $189M → $201M (+$12.4M)

0.27% less ownership

Funds ownership: 51.67%51.4% (-0.27%)

8% less funds holding

Funds holding: 10193 (-8)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
29
Closed
20
Calls
$593K
Puts
$47K
Net Calls
+$546K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
51
Kaizen Financial Strategies
California
$282K -$15.1K -100 -5%
VFG
52
V2 Financial group
Illinois
$281K
RIS
53
Retirement Income Solutions
Michigan
$266K
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$252K -$121K -800 -33%
Truist Financial
55
Truist Financial
North Carolina
$249K -$302 -2 -0.1%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$235K +$227K +1,507 New
TW
57
TrinityPoint Wealth
Connecticut
$234K -$23.7K -157 -9%
UCFA
58
United Capital Financial Advisors
Texas
$227K
WWM
59
Western Wealth Management
Colorado
$216K
X
60
Xponance
Pennsylvania
$202K +$195K +1,292 New
RAM
61
Ramirez Asset Management
New York
$156K
SSB
62
Sandy Spring Bank
Maryland
$121K -$26.4K -175 -18%
CG
63
Cutler Group
California
$109K +$106K +700 New
SL
64
Salomon & Ludwin
Virginia
$90.3K
T
65
Tidemark
California
$85.5K -$14.3K -95 -15%
CWC
66
Carolinas Wealth Consulting
North Carolina
$82.7K +$79.9K +530 New
VCM
67
Versant Capital Management
Arizona
$78K
CH
68
Canton Hathaway
Rhode Island
$66K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$45.9K -$23.5K -156 -35%
Comerica Bank
70
Comerica Bank
Texas
$42.7K
SWM
71
Spire Wealth Management
Virginia
$39.7K
WT
72
Whittier Trust
California
$32.8K
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$29.8K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$29.5K
FWP
75
FAS Wealth Partners
Kansas
$27.6K -$2.41K -16 -8%