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SPDR S&P Software & Services ETF
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Overview Fund Activity

84 hedge funds and large institutions have $138M invested in SPDR S&P Software & Services ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
19
Closed
8
Calls
$571K
Puts
$774K
Net Calls
-$203K
Net Calls Change
-$336K

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.53M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
UBS Group
3
UBS Group
Switzerland
$5.02M
4
KWM
4
Kingsview Wealth Management
Oregon
$1.67M
5
Belvedere Trading
5
Belvedere Trading
Illinois
$1.17M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BWL
3
Bogart Wealth LLC
Virginia
$12.3K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.2M 364,453 +4,103 +1%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M 88,855 +19,281 +28%
LPL Financial
3
LPL Financial
California
$10.3M 81,453 +4,839 +6%
MIG
4
McGuire Investment Group
Rhode Island
$6.87M 54,144 +1,231 +2%
BlackRock
5
BlackRock
New York
$6.37M 50,190 -150 -0.3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$5.52M 43,477 -594 -1%
UBS Group
7
UBS Group
Switzerland
$5.02M 39,597 +15,112 +62%
IC
8
IEQ Capital
California
$2.64M 20,801 -24 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$2.54M 20,070 -5,525 -22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.54M 20,000 +1,981 +11%
NFC
11
Northeast Financial Consultants
Connecticut
$2.53M 19,912 -1,983 -9%
FIA
12
Foundations Investment Advisors
Arizona
$2.53M 19,908 +19,908 New
Wells Fargo
13
Wells Fargo
California
$2.41M 19,002 +2,821 +17%
Stifel Financial
14
Stifel Financial
Missouri
$2.35M 18,511 +2,109 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.06M 16,237 +3,303 +26%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.86M 14,640 -80 -0.5%
KWM
17
Kingsview Wealth Management
Oregon
$1.67M 13,183 +13,183 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.6M 12,637 +832 +7%
LFAS
19
Level Four Advisory Services
Texas
$1.48M 11,702 +656 +6%
FPCP
20
Fort Point Capital Partners
California
$1.28M 10,085 -110 -1%
Goldman Sachs
21
Goldman Sachs
New York
$1.27M 10,000 – –
MML Investors Services
22
MML Investors Services
Massachusetts
$1.24M 9,792 +6,173 +171%
MFG
23
Merit Financial Group
Georgia
$1.23M 9,720 +115 +1%
Belvedere Trading
24
Belvedere Trading
Illinois
$1.17M 9,259 +7,887 +575%
RJA
25
Raymond James & Associates
Florida
$1.05M 8,287 +13 +0.2%
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