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SPDR S&P Biotech ETF

706 hedge funds and large institutions have $7.15B invested in SPDR S&P Biotech ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 271 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
11.13%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.3%
New
70
Increased
183
Reduced
271
Closed
67
Calls
$1.15B
Puts
$1.8B
Net Calls
-$653M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
401
Atria Wealth Solutions
New York
$468K +$245K +2,946 +110%
Bank of New York Mellon
402
Bank of New York Mellon
New York
$468K -$938K -11,269 -67%
BWP
403
Baldwin Wealth Partners
Massachusetts
$463K -$4.16K -50 -0.9%
KWM
404
Kingsview Wealth Management
Oregon
$460K -$271K -3,253 -37%
JCM
405
Jacobi Capital Management
Pennsylvania
$447K -$19.8K -238 -4%
FHA
406
Flagship Harbor Advisors
Massachusetts
$446K -$90.1K -1,083 -17%
MFG
407
Merit Financial Group
Georgia
$444K -$392K -4,716 -47%
OLVIG
408
Oliver Lagore Vanvalin Investment Group
Michigan
$442K -$217K -2,612 -33%
FFS
409
Founders Financial Securities
Maryland
$435K +$39.6K +476 +10%
Fidelity Investments
410
Fidelity Investments
Massachusetts
$435K +$157K +1,887 +56%
GEM
411
Global Endowment Management
North Carolina
$433K
WA
412
Wealth Alliance
New York
$429K -$20.1K -241 -4%
SAM
413
Seelaus Asset Management
New Jersey
$426K +$69.4K +835 +19%
PCFFS
414
Pacific Center for Financial Services
California
$423K
IFPG
415
Intrepid Financial Planning Group
Indiana
$421K -$4.99K -60 -1%
NL
416
NVWM LLC
Pennsylvania
$419K +$8.49K +102 +2%
GSEP
417
Golden State Equity Partners
California
$419K +$96.2K +1,156 +30%
AWCI
418
Alpine Woods Capital Investors
New York
$416K
ECM
419
Evergreen Capital Management
Washington
$416K
GBWM
420
Granite Bay Wealth Management
New Hampshire
$414K -$331K -3,978 -44%
FNBT
421
FineMark National Bank & Trust
Florida
$412K +$412K +4,957 New
MIIM
422
Mesirow Institutional Investment Management
Illinois
$412K +$11.6K +140 +3%
IWP
423
Icon Wealth Partners
Texas
$411K -$125K -1,500 -23%
BBHC
424
Brown Brothers Harriman & Co
New York
$408K
FWP
425
Firethorn Wealth Partners
Georgia
$406K +$26.5K +318 +7%