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State Street SPDR S&P Software & Services ETF

101 hedge funds and large institutions have $189M invested in State Street SPDR S&P Software & Services ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

66% more call options, than puts

Call options by funds: $625K | Put options by funds: $376K

37% more capital invested

Capital invested by funds: $138M → $189M (+$50.7M)

19% more funds holding

Funds holding: 85101 (+16)

4.77% more ownership

Funds ownership: 46.91%51.67% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
25
Reduced
26
Closed
4
Calls
$625K
Puts
$376K
Net Calls
+$249K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$59.2M +$3.88M +29,153 +8%
LPL Financial
2
LPL Financial
California
$20.1M +$6.93M +52,087 +64%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$5.41M +40,683 +46%
MIG
4
McGuire Investment Group
Rhode Island
$8.48M +$298K +2,238 +4%
BlackRock
5
BlackRock
New York
$7.12M -$373K -2,800 -6%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.21M -$287K -2,158 -5%
UBS Group
7
UBS Group
Switzerland
$5.9M -$47.9K -360 -0.9%
Stifel Financial
8
Stifel Financial
Missouri
$3.17M +$347K +2,609 +14%
IC
9
IEQ Capital
California
$3.12M -$3.19K -24 -0.1%
RJA
10
Raymond James & Associates
Florida
$3.01M +$1.56M +11,713 +141%
NFC
11
Northeast Financial Consultants
Connecticut
$3M +$1.6K +12 +0.1%
Belvedere Trading
12
Belvedere Trading
Illinois
$2.89M +$1.33M +9,962 +108%
Wells Fargo
13
Wells Fargo
California
$2.79M -$61.4K -461 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.4M -$36.3K -273 -2%
AMI
15
Amica Mutual Insurance
Rhode Island
$2.3M +$2.04M +15,311 New
MML Investors Services
16
MML Investors Services
Massachusetts
$2.25M +$690K +5,188 +53%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.18M -$21.3K -160 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.15M +$224K +1,681 +13%
BCM
19
Beck Capital Management
Texas
$2.07M +$1.84M +13,792 New
LFAS
20
Level Four Advisory Services
Texas
$1.84M +$70.5K +530 +5%
FPCP
21
Fort Point Capital Partners
California
$1.51M -$5.32K -40 -0.4%
Goldman Sachs
22
Goldman Sachs
New York
$1.5M
MFG
23
Merit Financial Group
Georgia
$1.47M +$9.45K +71 +0.7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.29M +$1.14M +8,553 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.24M +$469K +3,525 +75%