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State Street SPDR S&P Biotech ETF

713 hedge funds and large institutions have $7.23B invested in State Street SPDR S&P Biotech ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 237 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.89% more ownership

Funds ownership: 94.86%110.75% (+16%)

3% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 237

4% less funds holding

Funds holding: 746713 (-33)

12% less capital invested

Capital invested by funds: $8.21B → $7.23B (-$977M)

20% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 95

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

32% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.7B

Holders
713
Holders Change
-33
Holders Change %
-4.42%
% of All Funds
11.36%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.37%
New
76
Increased
229
Reduced
237
Closed
95
Calls
$1.15B
Puts
$1.7B
Net Calls
-$543M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Courier Capital
New York
$1.69M -$70.5K -850 -4%
PFM
227
Parsec Financial Management
North Carolina
$1.68M -$97.2K -1,172 -5%
LWM
228
LJI Wealth Management
Indiana
$1.68M +$210K +2,534 +13%
EIP
229
Easterly Investment Partners
Massachusetts
$1.68M +$39K +470 +2%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$1.67M -$6.56M -79,100 -80%
KAS
231
Kestra Advisory Services
Texas
$1.67M -$57.5K -693 -3%
CA
232
Cornerstone Advisory
Maryland
$1.65M +$41.5K +500 +2%
SFP
233
Shepherd Financial Partners
Massachusetts
$1.64M +$163K +1,966 +10%
IWC
234
Integrated Wealth Concepts
Massachusetts
$1.64M +$65.6K +791 +4%
HWA
235
Hillcrest Wealth Advisors
New Jersey
$1.63M +$10.4K +125 +0.6%
CIAS
236
Capital Investment Advisory Services
North Carolina
$1.63M -$156K -1,876 -8%
BSG
237
Black Swift Group
Colorado
$1.61M +$1.75M +21,036 New
AIA
238
Avalon Investment & Advisory
Texas
$1.61M -$67.6K -815 -4%
GC
239
Guggenheim Capital
Illinois
$1.6M +$340K +4,099 +24%
Credit Agricole
240
Credit Agricole
France
$1.6M +$187K +2,254 +12%
SCI
241
S&CO Inc
Massachusetts
$1.59M +$1.36M +16,415 +368%
Creative Planning
242
Creative Planning
Kansas
$1.58M +$11.2K +135 +0.7%
AWC
243
Abundance Wealth Counselors
Pennsylvania
$1.57M +$102K +1,234 +6%
FIM
244
Freedom Investment Management
Connecticut
$1.57M -$1.22M -14,693 -42%
AAS
245
Avantax Advisory Services
Texas
$1.55M -$967K -11,651 -36%
YAVAPFMC
246
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.54M
QT
247
Quantbot Technologies
New York
$1.52M +$1.65M +19,910 New
DCM
248
Dupont Capital Management
Delaware
$1.49M
PFA
249
Pettinga Financial Advisors
Indiana
$1.46M +$79.7K +960 +5%
MPW
250
MGO Private Wealth
California
$1.46M +$392K +4,719 +33%