We are live on ! Find out more
XSW icon

State Street SPDR S&P Software & Services ETF

55 hedge funds and large institutions have $108M invested in State Street SPDR S&P Software & Services ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $89.8M → $108M (+$18.1M)

5.74% more ownership

Funds ownership: 41.12%46.86% (+5.7%)

2% more funds holding

Funds holding: 5455 (+1)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.8M -$132K -1,350 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M +$327K +3,352 +2%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M +$13.8M +141,440 New
LPL Financial
4
LPL Financial
California
$8.63M -$457K -4,677 -5%
RJA
5
Raymond James & Associates
Florida
$5.13M -$148K -1,514 -3%
Bank of America
6
Bank of America
North Carolina
$5.1M -$195K -1,998 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.22M -$174K -1,783 -4%
UBS Group
8
UBS Group
Switzerland
$3.99M -$117K -1,200 -3%
Ameriprise
9
Ameriprise
Minnesota
$3.35M -$64.6K -661 -2%
SRSA
10
S.R. Schill & Associates
Washington
$3.2M -$34.4K -352 -1%
FWM
11
Focused Wealth Management
New York
$3.09M +$334K +3,419 +13%
SCA
12
Snowden Capital Advisors
New York
$2.69M +$47.2K +483 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.46M +$20.3K +208 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.93M -$81.8K -837 -4%
Jane Street
15
Jane Street
New York
$1.92M +$1.01M +10,385 +123%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.36M +$31.6K +324 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$976K +$186K +1,903 +25%
Stifel Financial
18
Stifel Financial
Missouri
$815K -$167K -1,711 -18%
First Trust Advisors
19
First Trust Advisors
Illinois
$792K -$811K -8,300 -52%
AF
20
Advisornet Financial
Minnesota
$742K +$29.2K +299 +4%
WDL
21
Well Done LLC
Michigan
$712K +$27.7K +284 +4%
SFSIG
22
San Francisco Sentry Investment Group
California
$698K +$19.6K +201 +3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$522K -$367K -3,758 -36%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$499K -$796K -8,153 -62%
MIG
25
McGuire Investment Group
Rhode Island
$493K +$251K +2,573 +113%