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SPDR S&P Software & Services ETF
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Overview Fund Activity

93 hedge funds and large institutions have $201M invested in 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 19 closing their positions.

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
29
Closed
19
Calls
$593K
Puts
$47K
Net Calls
+$546K
Net Calls Change
+$297K

Top Buyers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$10.5M
2
KWM
2
Kingsview Wealth Management
Oregon
$6.44M
3
MIG
3
McGuire Investment Group
Rhode Island
$10.6M
4
LPL Financial
4
LPL Financial
California
$22.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Belvedere Trading
2
Belvedere Trading
Illinois
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$1.84M
5
AGM
5
Alpine Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
51
Kaizen Financial Strategies
California
$282K 1,807 -100 -5%
VFG
52
V2 Financial group
Illinois
$281K 1,800 – –
RIS
53
Retirement Income Solutions
Michigan
$266K 1,704 – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$252K 1,613 -800 -33%
Truist Financial
55
Truist Financial
North Carolina
$249K 1,595 -2 -0.1%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$235K 1,507 +1,507 New
TW
57
TrinityPoint Wealth
Connecticut
$234K 1,501 -157 -9%
UCFA
58
United Capital Financial Advisors
Texas
$227K 1,453 – –
WWM
59
Western Wealth Management
Colorado
$216K 1,386 – –
X
60
Xponance
Pennsylvania
$202K 1,292 +1,292 New
RAM
61
Ramirez Asset Management
New York
$156K 1,000 – –
SSB
62
Sandy Spring Bank
Maryland
$121K 773 -175 -18%
CG
63
Cutler Group
California
$109K 700 +700 New
SL
64
Salomon & Ludwin
Virginia
$90.3K 579 – –
T
65
Tidemark
California
$85.5K 548 -95 -15%
CWC
66
Carolinas Wealth Consulting
North Carolina
$82.7K 530 +530 New
VCM
67
Versant Capital Management
Arizona
$78K 500 – –
CH
68
Canton Hathaway
Rhode Island
$66K 423 – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$45.9K 295 -156 -35%
Comerica Bank
70
Comerica Bank
Texas
$42.7K 274 – –
SWM
71
Spire Wealth Management
Virginia
$39.7K 254 – –
WT
72
Whittier Trust
California
$32.8K 210 – –
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$29.8K 200 – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$29.5K 188 – –
FWP
75
FAS Wealth Partners
Kansas
$27.6K 177 -16 -8%
1 2
3
4 5