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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
E
276
Ergoteles
New York
$1.18M +$1.29M +15,500 New
CW
277
Connectus Wealth
Ohio
$1.18M +$834K +10,048 +187%
VIM
278
Vista Investment Management
Pennsylvania
$1.16M +$19.3K +233 +2%
UCFA
279
United Capital Financial Advisors
Texas
$1.16M +$44.6K +538 +4%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$1.14M +$28.2K +340 +3%
CAM
281
Crestone Asset Management
Colorado
$1.14M -$557K -6,708 -31%
MCM
282
MAI Capital Management
Ohio
$1.14M -$299K -3,603 -19%
DADC
283
D.A. Davidson & Co
Montana
$1.14M +$91.7K +1,105 +8%
IFG
284
Independent Financial Group
California
$1.13M -$5.12M -61,666 -81%
RFWA
285
RPg Family Wealth Advisory
Massachusetts
$1.11M +$156K +1,880 +15%
CM
286
Caption Management
Oklahoma
$1.11M -$13.3M -160,850 -92%
MIC
287
Meridian Investment Counsel
California
$1.09M -$16.6K -200 -1%
WCM
288
Windham Capital Management
Massachusetts
$1.08M +$58.9K +710 +5%
HNW
289
High Note Wealth
Minnesota
$1.08M +$70.5K +850 +6%
SCM
290
Shelton Capital Management
Colorado
$1.04M
KIA
291
Knollwood Investment Advisory
Maryland
$1.04M
PP
292
Paloma Partners
Connecticut
$1.04M +$1.13M +13,648 New
AFP
293
Ausdal Financial Partners
Iowa
$1.04M -$4.48K -54 -0.4%
GA
294
Greytown Advisors
Florida
$1.03M
SWM
295
Spire Wealth Management
Virginia
$1.01M -$46.6K -562 -4%
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$987K -$49.8K -600 -4%
BCM
297
Bluefin Capital Management
New York
$978K
GA
298
GFS Advisors
Texas
$976K -$10.4K -125 -1%
TCA
299
Transcend Capital Advisors
New Jersey
$976K -$74.4K -897 -7%
ASN
300
Advisory Services Network
Georgia
$969K +$1.74K +21 +0.2%