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State Street SPDR S&P Telecom ETF

67 hedge funds and large institutions have $135M invested in State Street SPDR S&P Telecom ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

36% more capital invested

Capital invested by funds: $99.6M → $135M (+$35.7M)

10% more funds holding

Funds holding: 6167 (+6)

2.16% more ownership

Funds ownership: 63.23%65.39% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
18
Reduced
21
Closed
6
Calls
$613K
Puts
Net Calls
+$613K
Net Calls Change
+$613K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34M +$32.9M +221,635 New
Morgan Stanley
2
Morgan Stanley
New York
$16.2M -$776K -5,226 -5%
Bank of America
3
Bank of America
North Carolina
$11.6M +$1.66M +11,158 +17%
UBS Group
4
UBS Group
Switzerland
$7.99M +$5.03M +33,851 +185%
SA
5
SFI Advisors
New Jersey
$7.52M -$246K -1,658 -3%
LPL Financial
6
LPL Financial
California
$6.73M -$6.81M -45,901 -51%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.78M +$17.1K +115 +0.3%
Raymond James Financial
8
Raymond James Financial
Florida
$5.26M +$169K +1,138 +3%
SPIA
9
Steward Partners Investment Advisory
New York
$4.84M +$146K +982 +3%
Goldman Sachs
10
Goldman Sachs
New York
$3.85M +$20.3K +137 +0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.86M -$26.1K -176 -0.9%
QP
12
Quartz Partners
New York
$2.58M +$195K +1,314 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.47M +$623K +4,199 +35%
Stifel Financial
14
Stifel Financial
Missouri
$2.35M +$54K +364 +2%
BCI
15
Blue Capital Inc
Nebraska
$1.99M +$211K +1,421 +12%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.93M -$661K -4,450 -26%
FMTCOCP
17
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.61M
FMP
18
Financial Management Professionals
Texas
$1.57M +$1.01M +6,789 +196%
LOIM
19
Liberty One Investment Management
Illinois
$1.34M -$398K -2,683 -23%
KFS
20
Kaizen Financial Strategies
California
$919K -$37.1K -250 -4%
GAM
21
Gotham Asset Management
New York
$869K
FSA
22
Financial Services Advisory
Maryland
$850K -$150K -1,013 -15%
Citigroup
23
Citigroup
New York
$819K -$4.01K -27 -0.5%
AWA
24
Arkadios Wealth Advisors
Georgia
$773K +$89.5K +603 +14%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$763K -$12.2K -82 -2%