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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
11.14%
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 %
DI
501
Diligent Investors
California
$251K
AWA
502
Amplius Wealth Advisors
Pennsylvania
$250K
VBWMG
503
Von Berge Wealth Management Group
California
$250K
BWM
504
BigSur Wealth Management
Florida
$250K +$125K +1,500 +100%
KeyBank National Association
505
KeyBank National Association
Ohio
$248K +$248K +2,977 New
BSW
506
Buckingham Strategic Wealth
Missouri
$246K -$61.8K -743 -20%
RRA
507
Round Rock Advisors
Connecticut
$246K -$323K -3,883 -57%
GBA
508
Garrison Bradford & Associates
New York
$246K
SWM
509
Shelton Wealth Management
Texas
$245K -$2.75K -33 -1%
JJBC
510
James J. Burns & Company
New York
$242K -$14.8K -178 -6%
MA
511
Montag & Associates
Georgia
$237K -$69.5K -835 -23%
CAS
512
CTC Alternative Strategies
Illinois
$237K +$237K +2,850 New
FAM
513
Formidable Asset Management
Ohio
$236K -$14K -168 -6%
CMI
514
Clare Market Investments
Texas
$236K +$236K +2,832 New
FA
515
Flagstar Advisors
New York
$235K -$190K -2,280 -45%
Lido Advisors
516
Lido Advisors
California
$234K +$234K +2,815 New
NLG
517
New Legacy Group
New York
$233K
ST
518
Spinnaker Trust
Maine
$231K
LMKC
519
L.M. Kohn & Company
Ohio
$231K
MCCA
520
Mill Creek Capital Advisors
Pennsylvania
$230K
FPGK
521
Financial Partners Group (Kansas)
Kansas
$230K -$47.6K -586 -17%
CAM
522
Covenant Asset Management
New Jersey
$230K
SDAM
523
Shulman DeMeo Asset Management
New York
$229K -$69.7K -838 -23%
AFG
524
Atomi Financial Group
New York
$229K +$229K +2,749 New
KCM
525
KRS Capital Management
Michigan
$228K +$228K +2,745 New