We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

474 hedge funds and large institutions have $6.3B invested in State Street SPDR S&P Biotech ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 122 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 406474 (+68)

16% more capital invested

Capital invested by funds: $5.44B → $6.3B (+$855M)

7.48% less ownership

Funds ownership: 148.18%140.7% (-7.5%)

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 157

72% less call options, than puts

Call options by funds: $882M | Put options by funds: $3.12B

Holders
474
Holders Change
+68
Holders Change %
+16.75%
% of All Funds
9.34%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
110
Increased
122
Reduced
157
Closed
35
Calls
$882M
Puts
$3.12B
Net Calls
-$2.24B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
326
Deutsche Bank
Germany
$289K -$488K -5,640 -65%
MA
327
Montag & Associates
Georgia
$285K
CWM
328
CCG Wealth Management
California
$279K +$21K +243 +9%
BCP
329
Berkeley Capital Partners
Georgia
$278K +$252K +2,918 New
AAM
330
Aureus Asset Management
Massachusetts
$277K
BCM
331
Blume Capital Management
California
$276K +$51.9K +600 +26%
MC
332
Moors & Cabot
Massachusetts
$275K +$248K +2,871 New
FAAS
333
First Allied Advisory Services
California
$270K -$5.97K -69 -2%
MIC
334
Meridian Investment Counsel
California
$269K +$245K +2,830 New
MWM
335
Modera Wealth Management
New Jersey
$267K
SDAM
336
Shulman DeMeo Asset Management
New York
$262K
SMFG
337
Sumitomo Mitsui Financial Group
Japan
$259K -$111K -1,279 -32%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$258K -$49.4K -571 -17%
WCM
339
Whitener Capital Management
North Carolina
$252K +$5.19K +60 +2%
FFN
340
Focus Financial Network
Minnesota
$243K -$31.6K -365 -13%
FB
341
Fulton Bank
Pennsylvania
$241K -$12.5K -144 -5%
CPIA
342
Cornell Pochily Investment Advisors
New York
$239K -$12.1K -140 -5%
MPW
343
Monterey Private Wealth
California
$237K +$215K +2,487 New
BOPW
344
Brandywine Oak Private Wealth
Pennsylvania
$235K +$214K +2,477 New
LJAC
345
L.J. Altfest & Co
New York
$233K -$25.3K -292 -11%
PWLP
346
Prio Wealth Limited Partnership
Massachusetts
$229K -$25.9K -300 -11%
KFP
347
KMG Fiduciary Partners
Ohio
$229K +$208K +2,405 New
PCA
348
Personal Capital Advisors
California
$229K +$208K +2,408 New
HWM
349
Howard Wealth Management
Connecticut
$228K +$208K +2,406 New
PPA
350
Parametric Portfolio Associates
Washington
$227K +$206K +2,384 New