We are live on ! Find out more
XSW icon

State Street SPDR S&P Software & Services ETF

71 hedge funds and large institutions have $62.7M invested in State Street SPDR S&P Software & Services ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 32.51%31.84% (-0.67%)

8% less capital invested

Capital invested by funds: $68.1M → $62.7M (-$5.46M)

10% less funds holding

Funds holding: 7971 (-8)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
28
Closed
11
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.1M +$678K +5,724 +11%
Goldman Sachs
2
Goldman Sachs
New York
$5.95M +$96.8K +817 +1%
MIG
3
McGuire Investment Group
Rhode Island
$5.92M -$119 -1 -0%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.28M -$30.5K -257 -0.5%
LPL Financial
5
LPL Financial
California
$4.46M +$298K +2,517 +6%
Bank of America
6
Bank of America
North Carolina
$4.16M -$1.03M -8,656 -18%
UBS Group
7
UBS Group
Switzerland
$3.72M -$163K -1,374 -4%
Ameriprise
8
Ameriprise
Minnesota
$2.94M +$2.17M +18,339 +200%
IC
9
IEQ Capital
California
$2.23M
HighTower Advisors
10
HighTower Advisors
Illinois
$1.71M -$67.1K -566 -3%
Wells Fargo
11
Wells Fargo
California
$1.41M -$311K -2,625 -17%
Stifel Financial
12
Stifel Financial
Missouri
$1.39M +$139K +1,174 +10%
LFAS
13
Level Four Advisory Services
Texas
$1.26M -$226K -1,905 -14%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.16M -$38.4K -324 -3%
FPCP
15
Fort Point Capital Partners
California
$1.13M +$4.74K +40 +0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.06M -$256K -2,158 -18%
BWL
17
Bogart Wealth LLC
Virginia
$1.02M +$87.1K +735 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$873K +$60.9K +514 +7%
TRCT
19
Tower Research Capital (TRC)
New York
$729K +$459K +3,875 +132%
Citadel Advisors
20
Citadel Advisors
Florida
$658K +$148K +1,249 +25%
NFC
21
Northeast Financial Consultants
Connecticut
$560K
RJA
22
Raymond James & Associates
Florida
$536K -$5.93K -50 -1%
KFS
23
Kaizen Financial Strategies
California
$491K -$27.3K -230 -5%
Prudential Financial
24
Prudential Financial
New Jersey
$478K -$264K -2,226 -33%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$436K -$17.7K -149 -4%