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SPDR S&P Software & Services ETF
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Overview Fund Activity

93 hedge funds and large institutions have $201M invested in 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 19 closing their positions.

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
29
Closed
19
Calls
$593K
Puts
$47K
Net Calls
+$546K
Net Calls Change
+$297K

Top Buyers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$10.5M
2
KWM
2
Kingsview Wealth Management
Oregon
$6.44M
3
MIG
3
McGuire Investment Group
Rhode Island
$10.6M
4
LPL Financial
4
LPL Financial
California
$22.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Belvedere Trading
2
Belvedere Trading
Illinois
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$1.84M
5
AGM
5
Alpine Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$61.9M 397,105 +3,499 +0.9%
LPL Financial
2
LPL Financial
California
$22.5M 144,105 +10,565 +8%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M 74,663 -54,875 -42%
MIG
4
McGuire Investment Group
Rhode Island
$10.6M 67,971 +11,589 +21%
NHFG
5
New Harbor Financial Group
Massachusetts
$10.5M 67,028 +67,028 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$7.27M 46,584 +5,265 +13%
BlackRock
7
BlackRock
New York
$6.86M 43,990 -3,400 -7%
KWM
8
Kingsview Wealth Management
Oregon
$6.44M 41,306 +33,399 +422%
UBS Group
9
UBS Group
Switzerland
$5.74M 36,810 -2,427 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.54M 22,679 +6,715 +42%
Stifel Financial
11
Stifel Financial
Missouri
$3.47M 22,226 +1,106 +5%
RJA
12
Raymond James & Associates
Florida
$3.28M 21,027 +1,027 +5%
IC
13
IEQ Capital
California
$3.24M 20,777 – –
NFC
14
Northeast Financial Consultants
Connecticut
$3.11M 19,924 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.65M 17,007 +2,689 +19%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.41M 15,476 +496 +3%
AMI
17
Amica Mutual Insurance
Rhode Island
$2.39M 15,311 – –
HighTower Advisors
18
HighTower Advisors
Illinois
$2.24M 14,360 -120 -0.8%
BCM
19
Beck Capital Management
Texas
$2.19M 14,033 +241 +2%
Wells Fargo
20
Wells Fargo
California
$1.84M 11,822 -6,719 -36%
LFAS
21
Level Four Advisory Services
Texas
$1.84M 12,232 – –
MFG
22
Merit Financial Group
Georgia
$1.57M 10,586 +795 +8%
Goldman Sachs
23
Goldman Sachs
New York
$1.56M 10,001 +1 +0%
FPCP
24
Fort Point Capital Partners
California
$1.49M 9,522 -523 -5%
FTS
25
Fifth Third Securities
Ohio
$1.45M 9,277 +5,988 +182%
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