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SPDR S&P Software & Services ETF
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Overview Fund Activity

100 hedge funds and large institutions have $189M invested in 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.

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% 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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.5M
3
Bank of America
3
Bank of America
North Carolina
$59.2M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$2.3M
5
BCM
5
Beck Capital Management
Texas
$2.07M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$285K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$789K
3
Ameriprise
3
Ameriprise
Minnesota
$931K
4
KWM
4
Kingsview Wealth Management
Oregon
$1.19M
5
BlackRock
5
BlackRock
New York
$7.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$59.2M 393,606 +29,153 +8%
LPL Financial
2
LPL Financial
California
$20.1M 133,540 +52,087 +64%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M 129,538 +40,683 +46%
MIG
4
McGuire Investment Group
Rhode Island
$8.48M 56,382 +2,238 +4%
BlackRock
5
BlackRock
New York
$7.12M 47,390 -2,800 -6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$6.21M 41,319 -2,158 -5%
UBS Group
7
UBS Group
Switzerland
$5.9M 39,237 -360 -0.9%
Stifel Financial
8
Stifel Financial
Missouri
$3.17M 21,120 +2,609 +14%
IC
9
IEQ Capital
California
$3.12M 20,777 -24 -0.1%
RJA
10
Raymond James & Associates
Florida
$3.01M 20,000 +11,713 +141%
NFC
11
Northeast Financial Consultants
Connecticut
$3M 19,924 +12 +0.1%
Belvedere Trading
12
Belvedere Trading
Illinois
$2.89M 19,221 +9,962 +108%
Wells Fargo
13
Wells Fargo
California
$2.79M 18,541 -461 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.4M 15,964 -273 -2%
AMI
15
Amica Mutual Insurance
Rhode Island
$2.3M 15,311 +15,311 New
MML Investors Services
16
MML Investors Services
Massachusetts
$2.25M 14,980 +5,188 +53%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.18M 14,480 -160 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.15M 14,318 +1,681 +13%
BCM
19
Beck Capital Management
Texas
$2.07M 13,792 +13,792 New
LFAS
20
Level Four Advisory Services
Texas
$1.84M 12,232 +530 +5%
FPCP
21
Fort Point Capital Partners
California
$1.51M 10,045 -40 -0.4%
Goldman Sachs
22
Goldman Sachs
New York
$1.5M 10,000 – –
MFG
23
Merit Financial Group
Georgia
$1.47M 9,791 +71 +0.7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.29M 8,553 +8,553 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.24M 8,235 +3,525 +75%
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