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SPDR S&P Biotech ETF

708 hedge funds and large institutions have $7.19B invested in SPDR S&P Biotech ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 227 increasing their positions, 236 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-34
Holders Change %
-4.58%
% of All Funds
11.33%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.37%
New
75
Increased
227
Reduced
236
Closed
95
Calls
$1.15B
Puts
$1.7B
Net Calls
-$543M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
351
Wealthfront Advisers
California
$646K +$27K +354 +4%
BWP
352
Balboa Wealth Partners
Arizona
$645K +$51.7K +678 +9%
AWA
353
Arkadios Wealth Advisors
Georgia
$642K -$56.4K -740 -8%
BFA
354
Brendel Financial Advisors
New Hampshire
$635K +$14.9K +196 +2%
EWM
355
Evercore Wealth Management
New York
$634K -$797K -10,463 -56%
ML
356
McAdam LLC
Pennsylvania
$620K -$106K -1,385 -15%
AC
357
Avestar Capital
New York
$618K -$20.2K -265 -3%
TFCP
358
Twin Focus Capital Partners
Massachusetts
$618K +$156K +2,045 +34%
IFWM
359
Institute for Wealth Management
Colorado
$611K -$144K -1,889 -19%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$610K -$132K -1,732 -18%
OLVIG
361
Oliver Lagore Vanvalin Investment Group
Michigan
$604K -$1.59M -20,862 -72%
SGCA
362
Steel Grove Capital Advisors
Tennessee
$596K +$412K +5,400 +223%
EP
363
Edgestream Partners
New Jersey
$596K +$596K +7,817 New
AR
364
Advisory Research
Illinois
$595K -$11.3K -148 -2%
GPA
365
Guerra Pan Advisors
New Jersey
$594K -$7.62K -100 -1%
GSIAS
366
Garden State Investment Advisory Services
New Jersey
$592K +$195K +2,563 +49%
PP
367
Patten & Patten
Tennessee
$588K -$17.9K -235 -3%
CG
368
Caprock Group
Idaho
$586K +$4.73K +62 +0.8%
SGM
369
Seven Grand Managers
New York
$572K +$572K +7,500 New
SG
370
StoneX Group
New York
$568K -$8.69K -114 -2%
WIM
371
Westside Investment Management
California
$565K -$7.62K -100 -1%
BFO
372
Boston Family Office
Massachusetts
$554K -$167K -2,195 -23%
SFI
373
SPC Financial Inc
Maryland
$545K +$545K +7,147 New
LFAS
374
Level Four Advisory Services
Texas
$536K -$4.8K -63 -0.9%
AWA
375
Arete Wealth Advisors
Illinois
$534K +$38.5K +505 +8%