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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 %
HSA
451
HBK Sorce Advisory
Pennsylvania
$316K -$263K -3,450 -45%
TWP
452
Tempus Wealth Planning
California
$315K +$22.9K +301 +8%
MCM
453
Mengis Capital Management
Oregon
$314K -$24.8K -325 -7%
EWA
454
EP Wealth Advisors
California
$313K -$216K -2,214 -41%
First Manhattan
455
First Manhattan
New York
$312K -$236K -3,100 -43%
PMG
456
ProVise Management Group
Florida
$309K
BSW
457
Buckingham Strategic Wealth
Missouri
$307K
WCA
458
Waypoint Capital Advisors
Minnesota
$305K
MBT
459
Montecito Bank & Trust
California
$297K
WSC
460
Wellington Shields & Co
New York
$297K
DIP
461
Davis Investment Partners
North Carolina
$296K
GSEP
462
Golden State Equity Partners
California
$296K +$296K +3,884 New
TCOV
463
Trust Company of Vermont
Vermont
$295K -$4.57K -60 -2%
EWA
464
Exencial Wealth Advisors
Oklahoma
$295K -$41.7K -547 -12%
BFA
465
Beaumont Financial Advisors
Massachusetts
$294K
BPCE
466
Bank Pictet & Cie (Europe)
Germany
$293K -$9.45K -124 -3%
WPP
467
Whalerock Point Partners
Rhode Island
$292K
YDMI
468
Y.D. More Investments
Israel
$290K +$4.72K +62 +2%
PFO
469
Pathstone Family Office
New Jersey
$290K -$1.55M -20,345 -84%
NCM
470
NCM Capital Management
New Jersey
$289K +$3.43K +45 +1%
IAS
471
Insigneo Advisory Services
Florida
$288K -$15.8K -207 -5%
CWM
472
Circle Wealth Management
New Jersey
$286K +$286K +3,755 New
PAMS
473
Pictet Asset Management (Switzerland)
Switzerland
$284K
KPWS
474
Kestra Private Wealth Services
Texas
$284K +$8.23K +108 +3%
MA
475
Montag & Associates
Georgia
$281K