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SPDR S&P Software & Services ETF
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Overview Fund Activity

81 hedge funds and large institutions have $97.1M invested in SPDR S&P Software & Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
30
Closed
4
Calls
$566K
Puts
$197K
Net Calls
+$369K
Net Calls Change
+$186K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.04M
2
EF
2
Empowered Funds
Pennsylvania
$4.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.74M
4
Ameriprise
4
Ameriprise
Minnesota
$3.58M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.02M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
TC
2
Telemus Capital
Michigan
$395K
3
UBS Group
3
UBS Group
Switzerland
$3.36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$749K
5
Wells Fargo
5
Wells Fargo
California
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.74M 79,114 +26,486 +50%
LPL Financial
2
LPL Financial
California
$9.04M 73,414 +36,536 +99%
MIG
3
McGuire Investment Group
Rhode Island
$6.62M 53,831 -1,020 -2%
BlackRock
4
BlackRock
New York
$6.47M 52,600 +3,880 +8%
Goldman Sachs
5
Goldman Sachs
New York
$6.15M 50,000 – –
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$5.32M 43,267 -1,717 -4%
Bank of America
7
Bank of America
North Carolina
$4.37M 35,543 -798 -2%
EF
8
Empowered Funds
Pennsylvania
$4.18M 33,948 +33,948 New
Stifel Financial
9
Stifel Financial
Missouri
$4.11M 33,401 +1,753 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.65M 29,663 -45 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$3.58M 29,294 +21,248 +264%
UBS Group
12
UBS Group
Switzerland
$3.36M 27,331 -3,120 -10%
NFC
13
Northeast Financial Consultants
Connecticut
$2.69M 21,895 – –
IC
14
IEQ Capital
California
$2.57M 20,849 -23 -0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.02M 16,375 +9,317 +132%
Wells Fargo
16
Wells Fargo
California
$1.98M 16,077 -2,129 -12%
CW
17
CreativeOne Wealth
Kansas
$1.94M 15,734 -371 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.84M 14,967 -48 -0.3%
LFAS
19
Level Four Advisory Services
Texas
$1.35M 10,996 -462 -4%
BWL
20
Bogart Wealth LLC
Virginia
$1.35M 10,971 +628 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.28M 10,372 +834 +9%
FPCP
22
Fort Point Capital Partners
California
$1.27M 10,309 +91 +0.9%
LG
23
Leuthold Group
Minnesota
$792K 6,433 +6,433 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$749K 6,090 -2,891 -32%
RJA
25
Raymond James & Associates
Florida
$692K 5,620 +377 +7%
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