XBI icon

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 %
FWP
426
Firethorn Wealth Partners
Georgia
$375K +$27.7K +337 +8%
BBHC
427
Brown Brothers Harriman & Co
New York
$374K
SCM
428
SOL Capital Management
Maryland
$372K +$26.7K +350 +8%
SIG
429
Sargent Investment Group
Maryland
$370K
MIIM
430
Mesirow Institutional Investment Management
Illinois
$367K +$5.34K +70 +1%
ACM
431
Advisors Capital Management
New Jersey
$366K +$32.5K +427 +10%
VWM
432
Venturi Wealth Management
Texas
$364K +$364K +4,780 New
NEPWA
433
New England Private Wealth Advisors
Massachusetts
$362K
FFS
434
Founders Financial Securities
Maryland
$362K +$27.7K +363 +8%
Luther King Capital Management (LKCM)
435
Luther King Capital Management (LKCM)
Texas
$359K -$416K
PWM
436
Perigon Wealth Management
California
$355K +$70.9K +930 +25%
LAM
437
LifePro Asset Management
California
$354K
LSA
438
Lion Street Advisors
Texas
$350K +$97.3K +1,277 +39%
SAM
439
Seelaus Asset Management
New Jersey
$349K +$7.33K +90 +2%
CCG
440
Coastwise Capital Group
California
$339K +$32.8K +430 +11%
UB
441
UMB Bank
Missouri
$333K -$38.1K -500 -10%
CFO
442
Collective Family Office
Pennsylvania
$332K -$151K -1,980 -31%
HG
443
Herbst Group
Connecticut
$324K +$1.52K +20 +0.5%
SS
444
Sound Stewardship
Kansas
$322K -$11.4K -149 -3%
MC
445
Moors & Cabot
Massachusetts
$322K -$3.81K -50 -1%
SCM
446
Stevens Capital Management
Pennsylvania
$320K -$4.71M -61,798 -94%
BCM
447
Bourgeon Capital Management
Connecticut
$318K +$222K +2,917 +232%
AHC
448
Adell Harriman & Carpenter
Texas
$317K -$12.2K -160 -4%
EFH
449
Eaton Financial Holdings
Florida
$317K -$98.1K -1,287 -24%
FA
450
Fortis Advisors
Pennsylvania
$316K