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State Street SPDR S&P Software & Services ETF

56 hedge funds and large institutions have $79.5M invested in State Street SPDR S&P Software & Services ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5556 (+1)

0.98% less ownership

Funds ownership: 46.86%45.88% (-0.98%)

26% less capital invested

Capital invested by funds: $108M → $79.5M (-$28.5M)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.5M +$3.6M +36,466 +22%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.3M -$831K -8,425 -4%
LPL Financial
3
LPL Financial
California
$4.78M -$2.64M -26,714 -31%
Bank of America
4
Bank of America
North Carolina
$4.33M +$242K +2,455 +5%
MIG
5
McGuire Investment Group
Rhode Island
$3.96M +$4.28M +43,374 +894%
RJA
6
Raymond James & Associates
Florida
$3.93M -$255K -2,587 -5%
Ameriprise
7
Ameriprise
Minnesota
$3.83M +$1.36M +13,769 +42%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.45M +$57K +578 +1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.83M +$2.92M +29,571 +602%
UBS Group
10
UBS Group
Switzerland
$2.75M -$565K -5,731 -15%
SCA
11
Snowden Capital Advisors
New York
$2.09M -$96.8K -981 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.01M +$19.7K +200 +0.8%
LFAS
13
Level Four Advisory Services
Texas
$1.94M +$2.33M +23,661 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.43M -$151K -1,531 -8%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.14M +$39.8K +403 +3%
TRCT
16
Tower Research Capital (TRC)
New York
$1.02M +$1.09M +11,043 +822%
Wells Fargo
17
Wells Fargo
California
$862K +$662K +6,707 +177%
AF
18
Advisornet Financial
Minnesota
$683K +$100K +1,018 +14%
Goldman Sachs
19
Goldman Sachs
New York
$662K +$796K +8,064 New
SFSIG
20
San Francisco Sentry Investment Group
California
$612K +$56.8K +576 +8%
First Trust Advisors
21
First Trust Advisors
Illinois
$600K -$48.5K -492 -6%
Stifel Financial
22
Stifel Financial
Missouri
$595K -$69.1K -700 -9%
WDL
23
Well Done LLC
Michigan
$587K +$15.2K +154 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$584K +$702K +7,118 New
Truist Financial
25
Truist Financial
North Carolina
$468K +$198K +2,003 +54%