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State Street SPDR S&P Software & Services ETF

87 hedge funds and large institutions have $155M invested in State Street SPDR S&P Software & Services ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.79% less ownership

Funds ownership: 44.61%40.82% (-3.8%)

12% less capital invested

Capital invested by funds: $177M → $155M (-$22.1M)

13% less funds holding

Funds holding: 10087 (-13)

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
76
TD Waterhouse Canada
Ontario, Canada
$28.2K -$71.4K -490 -72%
WT
77
Whittier Trust
California
$23K -$2.92K -20 -11%
CFGS
78
Concourse Financial Group Securities
Alabama
$15K
PA
79
Parallel Advisors
California
$14K
AAP
80
Arax Advisory Partners
Colorado
$13K
HWMA
81
Heritage Wealth Management (Arizona)
Arizona
$13K +$12.5K +86 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$9K
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$9K
CWP
84
Concord Wealth Partners
Virginia
$7K
PFS
85
Prospera Financial Services
Texas
$4K +$3.5K +24 New
GRP
86
Global Retirement Partners
California
$1K +$1.17K +8 New
RIM
87
Rockbridge Investment Management
New York
$892
TF
88
Theory Financial
Colorado
-$3.46M -20,931 Closed
CW
89
CreativeOne Wealth
Kansas
-$2.07M -12,504 Closed
CAG
90
Csenge Advisory Group
Florida
-$919K -5,349 Closed
AWM
91
AE Wealth Management
Kansas
-$831K -5,026 Closed
BCM
92
Brookstone Capital Management
Illinois
-$756K -4,878 Closed
PWM
93
Peterson Wealth Management
Nevada
-$602K -3,640 Closed
CFO
94
Collective Family Office
Pennsylvania
-$385K -2,325 Closed
TC
95
Telemus Capital
Michigan
-$384K -2,321 Closed
PAG
96
Private Advisor Group
New Jersey
-$383K -2,316 Closed
CIA
97
Caerus Investment Advisors
Texas
-$346K -2,090 Closed
SI
98
Stephens Inc
Arkansas
-$323K -1,950 Closed
ACM
99
Allred Capital Management
Texas
-$300K -1,817 Closed
HI
100
Hudock Inc
Pennsylvania
-$65K -398 Closed