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State Street SPDR S&P Biotech ETF

780 hedge funds and large institutions have $9.75B invested in State Street SPDR S&P Biotech ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 257 increasing their positions, 233 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 83

22% more capital invested

Capital invested by funds: $8.02B → $9.75B (+$1.73B)

20.35% more ownership

Funds ownership: 110.47%130.81% (+20%)

10% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 233

5% more funds holding

Funds holding: 745780 (+35)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

43% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.97B

Holders
780
Holders Change
+35
Holders Change %
+4.7%
% of All Funds
11.24%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
129
Increased
257
Reduced
233
Closed
83
Calls
$2.25B
Puts
$3.97B
Net Calls
-$1.72B
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$948K -$57.3K -617 -6%
EWM
352
Evercore Wealth Management
New York
$948K +$212K +2,285 +30%
AWM
353
AE Wealth Management
Kansas
$937K -$1.01M -10,905 -52%
KWM
354
Koa Wealth Management
California
$935K +$44.3K +477 +5%
ICM
355
Ionic Capital Management
New York
$916K -$167K -1,800 -16%
AAS
356
Avantax Advisory Services
Texas
$913K +$131K +1,415 +17%
KA
357
Kercheville Advisors
Texas
$911K +$891K +9,605 New
TSW
358
Thompson Siegel & Walmsley
Virginia
$909K
HIA
359
Harbor Investment Advisory
Maryland
$882K +$649K +6,999 +305%
HWA
360
Hillcrest Wealth Advisors
New Jersey
$882K -$23.7K -255 -3%
GA
361
Greytown Advisors
Florida
$873K -$268K -2,886 -24%
AR
362
Advisory Research
Illinois
$871K -$52.1K -562 -6%
SF
363
Summit Financial
New Jersey
$868K +$396K +4,269 +87%
RJT
364
Raymond James Trust
Florida
$857K +$92.8K +1,000 +12%
SG
365
StoneX Group
New York
$855K +$325K +3,500 +63%
PFA
366
Petra Financial Advisors
Colorado
$849K -$928 -10 -0.1%
TI
367
Trexquant Investment
Connecticut
$847K +$539K +5,810 +187%
FIA
368
Foundations Investment Advisors
Arizona
$846K +$827K +8,914 New
HDIM
369
Hanson & Doremus Investment Management
Vermont
$845K -$436K -4,697 -35%
SFP
370
Shepherd Financial Partners
Massachusetts
$840K +$148K +1,595 +22%
BAM
371
Belpointe Asset Management
Nevada
$826K -$484K -5,214 -37%
AIM
372
Anchor Investment Management
South Carolina
$825K -$36.9K -398 -4%
YIH
373
Y-Intercept (HK)
Hong Kong
$825K +$806K +8,691 New
IFWM
374
Institute for Wealth Management
Colorado
$819K +$7.89K +85 +1%
PA
375
Pinnacle Associates
New York
$815K +$148K +1,595 +23%