We are live on ! Find out more
XSW icon

State Street SPDR S&P Software & Services ETF

95 hedge funds and large institutions have $196M invested in State Street SPDR S&P Software & Services ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

873% more call options, than puts

Call options by funds: $438K | Put options by funds: $45K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

2.99% more ownership

Funds ownership: 51.4%54.39% (+3%)

2% more funds holding

Funds holding: 9395 (+2)

3% less capital invested

Capital invested by funds: $201M → $196M (-$5.37M)

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
22
Closed
9
Calls
$438K
Puts
$45K
Net Calls
+$393K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$286K +$148 +1 +0.1%
VFG
52
V2 Financial group
Illinois
$280K
RIS
53
Retirement Income Solutions
Michigan
$257K
Truist Financial
54
Truist Financial
North Carolina
$241K
GCP
55
GSA Capital Partners
United Kingdom
$237K +$233K +1,569 New
BRWA
56
B. Riley Wealth Advisors
Florida
$235K +$231K +1,557 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$229K +$1.48K +10 +0.7%
TW
58
TrinityPoint Wealth
Connecticut
$222K -$5.19K -35 -2%
AWA
59
Arkadios Wealth Advisors
Georgia
$215K +$211K +1,423 New
WWM
60
Western Wealth Management
Colorado
$209K
RAM
61
Ramirez Asset Management
New York
$151K
SSB
62
Sandy Spring Bank
Maryland
$117K
CWC
63
Carolinas Wealth Consulting
North Carolina
$95.4K +$15K +101 +19%
EC
64
EdgeRock Capital
Colorado
$92.2K +$90.4K +610 New
VCM
65
Versant Capital Management
Arizona
$75.6K
CH
66
Canton Hathaway
Rhode Island
$64K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$46K +$1.48K +10 +3%
Comerica Bank
68
Comerica Bank
Texas
$41.4K
SWM
69
Spire Wealth Management
Virginia
$38.4K
T
70
Tidemark
California
$33.1K -$48.8K -329 -60%
WT
71
Whittier Trust
California
$31.7K
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$30.3K
FFA
73
Farther Finance Advisors
California
$30K +$29.4K +198 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$28.4K
AF
75
Advisornet Financial
Minnesota
$27.2K +$26.7K +180 New