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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
LDFR
401
Lehman & Derafelo Financial Resources
Pennsylvania
$52K +$8.65K +100 +22%
SMFS
402
Squar Milner Financial Services
California
$50K +$45.8K +529 New
CFN
403
Cordasco Financial Network
Florida
$48K
GRP
404
Global Retirement Partners
California
$44K -$519 -6 -1%
FNBOSM
405
First National Bank of South Miami
Florida
$44K
GDP
406
Great Diamond Partners
Maine
$40K +$36.5K +422 New
TL
407
TrueWealth LLC
Georgia
$38K
HNB
408
Huntington National Bank
Ohio
$36K
VCP
409
Verus Capital Partners
Arizona
$36K +$32.4K +375 New
CH
410
Canton Hathaway
Rhode Island
$33K
RFA
411
Reilly Financial Advisors
California
$32K -$12.5M -144,949 -100%
JPLA
412
Joseph P. Lucia & Associates
New York
$32K -$4.33K -50 -13%
GI
413
Gradient Investments
Minnesota
$29K
HCM
414
Highlander Capital Management
New Jersey
$29K
JFA
415
JNBA Financial Advisors
Minnesota
$29K
RCA
416
Ranch Capital Advisors
Florida
$29K +$25.9K +300 New
LB
417
Legacy Bridge
Iowa
$28K
SQA
418
Simon Quick Advisors
New Jersey
$28K
CFB
419
Cullen/Frost Bankers
Texas
$28K +$20.7K +239 +460%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$27K
WQ
421
Wealth Quarterback
New Jersey
$24K +$21.8K +252 New
VCM
422
Vigilant Capital Management
Maine
$23K +$20.8K +240 New
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$23K +$21.1K +244 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$22K
GWS
425
Glassman Wealth Services
Virginia
$22K +$6.92K +80 +53%