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State Street SPDR S&P Biotech ETF

713 hedge funds and large institutions have $7.23B invested in State Street SPDR S&P Biotech ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 237 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.89% more ownership

Funds ownership: 94.86%110.75% (+16%)

3% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 237

4% less funds holding

Funds holding: 746713 (-33)

12% less capital invested

Capital invested by funds: $8.21B → $7.23B (-$977M)

20% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 95

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

32% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.7B

Holders
713
Holders Change
-33
Holders Change %
-4.42%
% of All Funds
11.36%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.37%
New
76
Increased
229
Reduced
237
Closed
95
Calls
$1.15B
Puts
$1.7B
Net Calls
-$543M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
526
Delta Investment Management
California
$215K
NLG
527
New Legacy Group
New York
$214K
GRP
528
Global Retirement Partners
California
$213K -$71.2K -858 -25%
ST
529
Spinnaker Trust
Maine
$212K
LMKC
530
L.M. Kohn & Company
Ohio
$212K -$20.1K -242 -8%
MCCA
531
Mill Creek Capital Advisors
Pennsylvania
$211K
CAM
532
Covenant Asset Management
New Jersey
$210K
Empower Advisory Group
533
Empower Advisory Group
Colorado
$208K +$224K +2,701 New
TWC
534
TD Waterhouse Canada
Ontario, Canada
$207K +$16.8K +203 +10%
DA
535
Doliver Advisors
Texas
$207K -$34.3K -413 -13%
VCM
536
Versant Capital Management
Arizona
$206K
MF
537
Montis Financial
Massachusetts
$206K -$996 -12 -0.4%
FTS
538
Fifth Third Securities
Ohio
$205K -$20.7K -250 -9%
AWS
539
Atria Wealth Solutions
New York
$204K -$426K -5,138 -66%
DS
540
DRW Securities
Illinois
$204K +$222K +2,676 New
CAI
541
Capital Advisors Inc
Oklahoma
$204K +$222K +2,673 New
LNC
542
Lincoln National Corp
Pennsylvania
$203K -$43.5K -524 -16%
SWA
543
Stratos Wealth Advisors
Ohio
$203K -$1.36M -16,445 -86%
GFWA
544
Grey Fox Wealth Advisors
Delaware
$202K
PCM
545
Parsons Capital Management
Rhode Island
$202K
CC
546
Callan Capital
California
$201K
EBA
547
Eagle Bay Advisors
New York
$199K -$34.6K -417 -14%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$197K +$3.57K +43 +2%
AIP
549
Ahrens Investment Partners
Louisiana
$195K -$6.22K -75 -3%
CPA
550
Cardiff Park Advisors
California
$191K