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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 %
HI
426
Harbour Investments
Wisconsin
$402K +$283K +3,402 +239%
SIG
427
Sargent Investment Group
Maryland
$399K
Luther King Capital Management (LKCM)
428
Luther King Capital Management (LKCM)
Texas
$392K -$359K
CIS
429
Continental Investors Services
Washington
$391K +$391K +4,670 New
PWM
430
Perigon Wealth Management
California
$391K +$3.33K +40 +0.9%
CCG
431
Coastwise Capital Group
California
$385K +$14.6K +175 +4%
GVAG
432
Great Valley Advisor Group
Delaware
$383K +$89.1K +1,070 +30%
SF
433
Synovus Financial
Georgia
$382K -$55.7K -669 -13%
UCFA
434
United Capital Financial Advisors
Texas
$380K -$884K -10,621 -70%
ACM
435
Advisors Capital Management
New Jersey
$359K -$41K -493 -10%
HG
436
Herbst Group
Connecticut
$355K +$915 +11 +0.3%
BFO
437
Boston Family Office
Massachusetts
$354K -$252K -3,024 -42%
SS
438
Sound Stewardship
Kansas
$352K
MCP
439
Mirador Capital Partners
California
$352K +$352K +4,225 New
CHAM
440
Clear Harbor Asset Management
Connecticut
$351K +$81.1K +975 +30%
CFO
441
Collective Family Office
Pennsylvania
$349K -$12.5K -150 -3%
TWP
442
Tempus Wealth Planning
California
$348K +$4.74K +57 +1%
FA
443
Fortis Advisors
Pennsylvania
$345K
UB
444
UMB Bank
Missouri
$345K -$19.1K -229 -5%
HSA
445
HBK Sorce Advisory
Pennsylvania
$343K -$2.08K -25 -0.6%
First Manhattan
446
First Manhattan
New York
$341K
PA
447
PFG Advisors
Arizona
$340K -$170K -2,048 -33%
PMG
448
ProVise Management Group
Florida
$337K
TA
449
Tiedemann Advisors
New York
$336K +$336K +4,037 New
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$335K -$98.6K -1,185 -23%