We are live on ! Find out more
XBI icon

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
BBHC
451
Brown Brothers Harriman & Co
New York
$8K -$7.18K -83 -50%
SW
452
SVB Wealth
Massachusetts
$6K +$5.19K +60 New
FWM
453
Focused Wealth Management
New York
$6K +$5.54K +64 New
LPWM
454
Lake Point Wealth Management
Texas
$6K +$5.71K +66 New
GTAM
455
Global Trust Asset Management
Florida
$5K
LWA
456
Lenox Wealth Advisors
New York
$5K +$3.37K +39 +244%
HIA
457
Harbor Investment Advisory
Maryland
$5K +$4.33K +50 New
AWM
458
Avior Wealth Management
Nebraska
$4K
MCM
459
Manchester Capital Management
Vermont
$4K
WEC
460
Winslow Evans & Crocker
Massachusetts
$4K
MAM
461
Meeder Asset Management
Ohio
$4K +$2.25K +26 +130%
TCWM
462
Total Clarity Wealth Management
Illinois
$4K +$4.07K +47 New
WCA
463
Windsor Creek Advisors
Vermont
$3.28K +$346K +4,000 +13%
AssetMark Inc
464
AssetMark Inc
California
$3K -$1.99K -23 -43%
MIM
465
Macroview Investment Management
Maryland
$3K
RMC
466
Resources Management Corp
Connecticut
$3K
SWM
467
Sugarloaf Wealth Management
Georgia
$3K +$2.33K +27 New
CWA
468
Capital Wealth Alliance
Arizona
$3K +$2.77K +32 New
IFAM
469
Institutional & Family Asset Management
Colorado
$3K +$2.77K +32 New
AIM
470
Anchor Investment Management
South Carolina
$2.38K
WWM
471
Willingdon Wealth Management
North Carolina
$2K
NL
472
NVWM LLC
Pennsylvania
$1K -$15.1K -175 -94%
EI
473
Ellevest Inc
New York
$1K
AA
474
Argent Advisors
Louisiana
$1K +$951 +11 New
NDSI
475
Newman Dignan & Sheerar Inc
Rhode Island
$876 +$29.4K +340 +4%