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State Street SPDR S&P Biotech ETF

812 hedge funds and large institutions have $16.5B invested in State Street SPDR S&P Biotech ETF in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 232 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 53

33% more capital invested

Capital invested by funds: $12.4B → $16.5B (+$4.06B)

24% more funds holding

Funds holding: 655812 (+157)

14% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 204

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

15.4% less ownership

Funds ownership: 214.61%199.2% (-15%)

51% less call options, than puts

Call options by funds: $3.12B | Put options by funds: $6.42B

Holders
812
Holders Change
+157
Holders Change %
+23.97%
% of All Funds
9.88%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.23%
New
230
Increased
232
Reduced
204
Closed
53
Calls
$3.12B
Puts
$6.42B
Net Calls
-$3.31B
Net Calls Change
-$2.53B
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
501
Eagle Wealth Strategies
New Jersey
$346K
DFG
502
Demars Financial Group
Washington
$343K
DWT
503
Dorsey & Whitney Trust
South Dakota
$341K
MVF
504
Markin Volterra Fund
New York
$340K +$320K +2,789 New
NS
505
NBC Securities
Alabama
$340K -$216K -1,883 -40%
FFA
506
Fragasso Financial Advisors
Pennsylvania
$338K +$917 +8 +0.3%
S
507
Storgate
Texas
$337K +$317K +2,766 New
EMCIP
508
Ewing Morris & Co Investment Partners
Ontario, Canada
$337K +$313K +2,730 New
AWM
509
Aries Wealth Management
Maine
$337K
PTC
510
Private Trust Company
Ohio
$336K +$14.4K +126 +5%
PCM
511
Parsons Capital Management
Rhode Island
$336K
SDAM
512
Shulman DeMeo Asset Management
New York
$335K
SRC
513
Shufro Rose & Co
New York
$335K -$22.9K -200 -7%
MC
514
Moors & Cabot
Massachusetts
$335K +$3.44K +30 +1%
FEM
515
Fulcrum Equity Management
Texas
$334K +$314K +2,741 New
PCM
516
Poehling Capital Management
Wisconsin
$331K -$1.26K -11 -0.4%
WA
517
Wealth Alliance
New York
$330K +$688 +6 +0.2%
VFA
518
Valeo Financial Advisors
Indiana
$328K +$309K +2,693 New
TFA
519
Tranquilli Financial Advisor
New Jersey
$322K +$302K +2,637 New
I
520
INVST
Indiana
$321K -$18.3K -160 -6%
AFS
521
AFG Fiduciary Services
Massachusetts
$319K -$43.8K -382 -13%
EFG
522
Elm3 Financial Group
Georgia
$316K +$297K +2,590 New
OCM
523
One Capital Management
California
$315K +$297K +2,587 New
GVAG
524
Great Valley Advisor Group
Delaware
$314K +$24.4K +213 +9%
RWP
525
RWA Wealth Partners
Massachusetts
$313K -$5.27K -46 -2%