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State Street SPDR S&P Software & Services ETF

101 hedge funds and large institutions have $189M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

66% more call options, than puts

Call options by funds: $625K | Put options by funds: $376K

37% more capital invested

Capital invested by funds: $138M → $189M (+$50.7M)

19% more funds holding

Funds holding: 85101 (+16)

4.77% more ownership

Funds ownership: 46.91%51.67% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
76
Simplex Trading
Illinois
$70K -$129K -970 -67%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$67.8K +$35.7K +268 +146%
CH
78
Canton Hathaway
Rhode Island
$64K
FWM
79
Focused Wealth Management
New York
$54.5K -$266 -2 -0.5%
PIA
80
Powell Investment Advisors
Florida
$49.6K +$43.9K +330 New
Comerica Bank
81
Comerica Bank
Texas
$41.2K
SWM
82
Spire Wealth Management
Virginia
$37.4K
WT
83
Whittier Trust
California
$31.6K
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$29.3K
FWP
85
FAS Wealth Partners
Kansas
$29K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$28.9K
AssetMark Inc
87
AssetMark Inc
California
$21.5K -$9.45K -71 -33%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$17.3K
NS
89
NBC Securities
Alabama
$16K
US Bancorp
90
US Bancorp
Minnesota
$15.8K -$12.5K -94 -47%
BWL
91
Bogart Wealth LLC
Virginia
$14.6K
AAP
92
Arax Advisory Partners
Colorado
$13.4K
PA
93
Parallel Advisors
California
$12.8K
GRP
94
Global Retirement Partners
California
$12.4K
PS
95
Principal Securities
Iowa
$10.4K +$9.18K +69 New
NRG
96
Nemes Rush Group
Michigan
$9.32K
TWC
97
TD Waterhouse Canada
Ontario, Canada
$7.11K
HI
98
Harbour Investments
Wisconsin
$6.01K
NC
99
NewSquare Capital
Pennsylvania
$4.36K -$3.59K -27 -48%
AIA
100
Armor Investment Advisors
North Carolina
$3.16K +$2.79K +21 New