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State Street SPDR S&P Software & Services ETF

93 hedge funds and large institutions have $201M invested in State Street SPDR S&P Software & Services ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,162% more call options, than puts

Call options by funds: $593K | Put options by funds: $47K

7% more capital invested

Capital invested by funds: $189M → $201M (+$12.4M)

0.27% less ownership

Funds ownership: 51.67%51.4% (-0.27%)

8% less funds holding

Funds holding: 10193 (-8)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
93
Holders Change
-8
Holders Change %
-7.92%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
29
Closed
20
Calls
$593K
Puts
$47K
Net Calls
+$546K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$61.9M +$528K +3,499 +0.9%
LPL Financial
2
LPL Financial
California
$22.5M +$1.59M +10,565 +8%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M -$8.28M -54,875 -42%
MIG
4
McGuire Investment Group
Rhode Island
$10.6M +$1.75M +11,589 +21%
NHFG
5
New Harbor Financial Group
Massachusetts
$10.5M +$10.1M +67,028 New
JP Morgan Chase
6
JP Morgan Chase
New York
$7.27M +$794K +5,265 +13%
BlackRock
7
BlackRock
New York
$6.86M -$513K -3,400 -7%
KWM
8
Kingsview Wealth Management
Oregon
$6.44M +$5.04M +33,399 +422%
UBS Group
9
UBS Group
Switzerland
$5.74M -$366K -2,427 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.54M +$1.01M +6,715 +42%
Stifel Financial
11
Stifel Financial
Missouri
$3.47M +$167K +1,106 +5%
RJA
12
Raymond James & Associates
Florida
$3.28M +$155K +1,027 +5%
IC
13
IEQ Capital
California
$3.24M
NFC
14
Northeast Financial Consultants
Connecticut
$3.11M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.65M +$406K +2,689 +19%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.41M +$74.8K +496 +3%
AMI
17
Amica Mutual Insurance
Rhode Island
$2.39M
HighTower Advisors
18
HighTower Advisors
Illinois
$2.24M -$18.1K -120 -0.8%
BCM
19
Beck Capital Management
Texas
$2.19M +$36.3K +241 +2%
Wells Fargo
20
Wells Fargo
California
$1.84M -$1.01M -6,719 -36%
LFAS
21
Level Four Advisory Services
Texas
$1.84M
MFG
22
Merit Financial Group
Georgia
$1.57M +$120K +795 +8%
Goldman Sachs
23
Goldman Sachs
New York
$1.56M +$151 +1 +0%
FPCP
24
Fort Point Capital Partners
California
$1.49M -$78.9K -523 -5%
FTS
25
Fifth Third Securities
Ohio
$1.45M +$903K +5,988 +182%