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State Street SPDR S&P Software & Services ETF

82 hedge funds and large institutions have $97.2M invested in State Street SPDR S&P Software & Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

187% more call options, than puts

Call options by funds: $566K | Put options by funds: $197K

28% more capital invested

Capital invested by funds: $76M → $97.2M (+$21.3M)

9% more funds holding

Funds holding: 7582 (+7)

4.59% more ownership

Funds ownership: 37.8%42.39% (+4.6%)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
30
Closed
4
Calls
$566K
Puts
$197K
Net Calls
+$369K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.74M +$3.15M +26,486 +50%
LPL Financial
2
LPL Financial
California
$9.04M +$4.34M +36,536 +99%
MIG
3
McGuire Investment Group
Rhode Island
$6.62M -$121K -1,020 -2%
BlackRock
4
BlackRock
New York
$6.47M +$461K +3,880 +8%
Goldman Sachs
5
Goldman Sachs
New York
$6.15M
JP Morgan Chase
6
JP Morgan Chase
New York
$5.32M -$204K -1,717 -4%
Bank of America
7
Bank of America
North Carolina
$4.37M -$94.8K -798 -2%
EF
8
Empowered Funds
Pennsylvania
$4.18M +$4.03M +33,948 New
Stifel Financial
9
Stifel Financial
Missouri
$4.11M +$208K +1,753 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.65M -$5.35K -45 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$3.58M +$2.52M +21,248 +264%
UBS Group
12
UBS Group
Switzerland
$3.36M -$371K -3,120 -10%
NFC
13
Northeast Financial Consultants
Connecticut
$2.69M
IC
14
IEQ Capital
California
$2.57M -$2.73K -23 -0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.02M +$1.11M +9,317 +132%
Wells Fargo
16
Wells Fargo
California
$1.98M -$253K -2,129 -12%
CW
17
CreativeOne Wealth
Kansas
$1.94M -$44.1K -371 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.84M -$5.7K -48 -0.3%
LFAS
19
Level Four Advisory Services
Texas
$1.35M -$54.9K -462 -4%
BWL
20
Bogart Wealth LLC
Virginia
$1.35M +$74.6K +628 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.28M +$99.1K +834 +9%
FPCP
22
Fort Point Capital Partners
California
$1.27M +$10.8K +91 +0.9%
LG
23
Leuthold Group
Minnesota
$792K +$764K +6,433 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$749K -$344K -2,891 -32%
RJA
25
Raymond James & Associates
Florida
$692K +$44.8K +377 +7%