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State Street SPDR S&P Software & Services ETF

81 hedge funds and large institutions have $191M invested in State Street SPDR S&P Software & Services ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

44% more capital invested

Capital invested by funds: $132M → $191M (+$58.6M)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more funds holding

Funds holding: 6681 (+15)

4.13% more ownership

Funds ownership: 49.45%53.58% (+4.1%)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
26
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.5M +$1.06M +7,867 +4%
Morgan Stanley
2
Morgan Stanley
New York
$24.5M -$922K -6,844 -4%
Goldman Sachs
3
Goldman Sachs
New York
$24.4M +$6.74M +50,000 +46%
LPL Financial
4
LPL Financial
California
$20.6M +$2.36M +17,519 +15%
Bank of America
5
Bank of America
North Carolina
$10.3M -$437K -3,239 -5%
MIG
6
McGuire Investment Group
Rhode Island
$7.74M +$62.9K +467 +0.9%
Ameriprise
7
Ameriprise
Minnesota
$6.67M -$672K -4,987 -10%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.66M -$412K -3,056 -8%
UBS Group
9
UBS Group
Switzerland
$4.88M +$271K +2,009 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.34M +$2.42M +17,961 +176%
LFAS
11
Level Four Advisory Services
Texas
$3.91M -$12.7K -94 -0.4%
SCA
12
Snowden Capital Advisors
New York
$3.84M -$54K -401 -2%
RJA
13
Raymond James & Associates
Florida
$3.4M -$3.1M -22,998 -51%
FWA
14
FOCUS Wealth Advisors
Texas
$3.25M +$2.85M +21,121 New
Wells Fargo
15
Wells Fargo
California
$2.51M +$269K +1,994 +14%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.31M +$39.4K +292 +2%
Stifel Financial
17
Stifel Financial
Missouri
$1.73M +$36.5K +271 +2%
OIM
18
Orca Investment Management
Oregon
$1.73M +$1.51M +11,207 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.68M +$1.46M +10,869 New
Truist Financial
20
Truist Financial
North Carolina
$1.6M +$686K +5,087 +96%
Prudential Financial
21
Prudential Financial
New Jersey
$1.38M +$585K +4,340 +94%
SFSIG
22
San Francisco Sentry Investment Group
California
$1.33M +$46.5K +345 +4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.31M -$210K -1,556 -15%
William Blair & Company
24
William Blair & Company
Illinois
$1.23M
IWM
25
IHT Wealth Management
Illinois
$1.19M +$4.33M +32,124 +1,613%