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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
CT
576
Colonial Trust
South Carolina
$114K
ACA
577
Aptus Capital Advisors
Alabama
$114K +$65.9K +794 +114%
HI
578
Harbour Investments
Wisconsin
$109K -$1.66K -20 -1%
EDRH
579
Edmond de Rothschild Holding
Switzerland
$105K +$115K +1,380 New
WWM
580
Wolff Wiese Magana
California
$97.9K
ICP
581
Interchange Capital Partners
Pennsylvania
$96.9K +$106K +1,272 New
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$92K +$166 +2 +0.2%
MRCM
583
M&R Capital Management
New Jersey
$91.5K
FM
584
Family Management
New York
$87.6K
PGAM
585
Princeton Global Asset Management
New Jersey
$87.6K
CT
586
Caldwell Trust
Florida
$85.4K
S
587
SignatureFD
Georgia
$85.4K
AFS
588
Annapolis Financial Services
Maryland
$82.2K
AF
589
Advisornet Financial
Minnesota
$75.5K +$7.47K +90 +10%
FFL
590
Financial Freedom LLC
Ohio
$74.5K
BA
591
Ballast Advisors
Minnesota
$73K +$18.2K +219 +30%
SC
592
SouthState Corp
Florida
$72.5K
SMA
593
Sage Mountain Advisors
Georgia
$69.8K
BF
594
BOK Financial
Oklahoma
$65.5K +$71.4K +860 New
BWL
595
Bogart Wealth LLC
Virginia
$64.2K
CSPIA
596
Cary Street Partners Investment Advisory
Virginia
$62.9K
HPC
597
HM Payson & Co
Maine
$62K
VCM
598
Viewpoint Capital Management
Washington
$61K
AA
599
Addison Advisors
Vermont
$60.4K -$10.4K -125 -14%
CWM
600
Cranbrook Wealth Management
Michigan
$59.2K