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SPDR S&P Telecom ETF
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Overview Fund Activity

46 hedge funds and large institutions have $38M invested in SPDR S&P Telecom ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.29M
2
LPL Financial
2
LPL Financial
California
$5.31M
3
IMC Chicago
3
IMC Chicago
Illinois
$1.94M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.8M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.51M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$61K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$78K
3
APWM
3
Atlas Private Wealth Management
New York
$11K
4
SDAM
4
Shulman DeMeo Asset Management
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$61K -$1.39M -14,706 -96%
IFAM
27
Institutional & Family Asset Management
Colorado
$50K +$50K +536 New
PA
28
Parallel Advisors
California
$33K – – –
GRP
29
Global Retirement Partners
California
$28K -$11.7K -125 -29%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$28K – – –
Citigroup
31
Citigroup
New York
$28K – – –
RG
32
Retirement Group
California
$24K +$24K +251 New
TRCT
33
Tower Research Capital (TRC)
New York
$19K +$19K +200 New
William Blair & Company
34
William Blair & Company
Illinois
$17K – – –
ACA
35
Aptus Capital Advisors
Alabama
$12K – – –
APWM
36
Atlas Private Wealth Management
New York
$11K -$375K -3,853 -97%
JCM
37
Jacobi Capital Management
Pennsylvania
$10K +$10K +106 New
ACA
38
Atlas Capital Advisors
Wyoming
$7.32K -$469 -5 -6%
CAAS
39
Capital Asset Advisory Services
Michigan
$7K – – –
NFSG
40
Newbridge Financial Services Group
Florida
$7K – – –
Wells Fargo
41
Wells Fargo
California
$6K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$5K – – –
HCP
43
Hexagon Capital Partners
Arkansas
$3K – – –
GEA
44
Glen Eagle Advisors
New Jersey
$2.35K – – –
CAC
45
Certified Advisory Corp
Florida
$1K +$1K +11 New
BBHC
46
Brown Brothers Harriman & Co
New York
$75 +$75 +800 New
SDAM
47
Shulman DeMeo Asset Management
New York
– -$263K -3,100 Closed
RJA
48
Raymond James & Associates
Florida
– -$231K -2,723 Closed
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