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State Street SPDR S&P Software & Services ETF

66 hedge funds and large institutions have $132M invested in State Street SPDR S&P Software & Services ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $108M → $132M (+$24.2M)

4.83% more ownership

Funds ownership: 44.62%49.45% (+4.8%)

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$22.7M +$379K +3,231 +2%
Morgan Stanley
2
Morgan Stanley
New York
$19.8M -$482K -4,110 -2%
LPL Financial
3
LPL Financial
California
$13.9M +$5.51M +47,008 +68%
Goldman Sachs
4
Goldman Sachs
New York
$12.9M +$11.7M +100,000 +1,240%
Bank of America
5
Bank of America
North Carolina
$8.36M +$317K +2,699 +4%
MIG
6
McGuire Investment Group
Rhode Island
$5.94M +$140K +1,190 +2%
Ameriprise
7
Ameriprise
Minnesota
$5.76M +$415K +3,541 +8%
RJA
8
Raymond James & Associates
Florida
$5.38M +$257K +2,194 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.75M -$366K -3,122 -7%
UBS Group
10
UBS Group
Switzerland
$3.54M -$593K -5,055 -15%
LFAS
11
Level Four Advisory Services
Texas
$3.04M +$126K +1,075 +4%
SCA
12
Snowden Capital Advisors
New York
$3.02M -$54.8K -467 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.76M +$86.8K +740 +5%
Wells Fargo
14
Wells Fargo
California
$1.71M -$168K -1,429 -9%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.55M -$165K -1,411 -10%
Stifel Financial
16
Stifel Financial
Missouri
$1.3M +$221K +1,888 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.22M +$755K +6,434 +170%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.2M -$3.05K -26 -0.3%
TRCT
19
Tower Research Capital (TRC)
New York
$1.14M +$123K +1,050 +12%
SFSIG
20
San Francisco Sentry Investment Group
California
$986K +$56.3K +480 +6%
William Blair & Company
21
William Blair & Company
Illinois
$952K +$40.5K +345 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$911K +$7.39K +63 +0.8%
WDL
23
Well Done LLC
Michigan
$820K -$12.8K -109 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$735K +$48.4K +413 +7%
CFA
25
Carroll Financial Associates
North Carolina
$681K +$670K +5,715 New