We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

780 hedge funds and large institutions have $9.75B invested in State Street SPDR S&P Biotech ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 257 increasing their positions, 233 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 83

22% more capital invested

Capital invested by funds: $8.02B → $9.75B (+$1.73B)

20.35% more ownership

Funds ownership: 110.47%130.81% (+20%)

10% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 233

5% more funds holding

Funds holding: 745780 (+35)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

43% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.97B

Holders
780
Holders Change
+35
Holders Change %
+4.7%
% of All Funds
11.24%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
129
Increased
257
Reduced
233
Closed
83
Calls
$2.25B
Puts
$3.97B
Net Calls
-$1.72B
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
576
Navis Wealth Advisors
New York
$254K +$249K +2,680 New
LMKC
577
L.M. Kohn & Company
Ohio
$254K
TA
578
Tactive Advisors
Florida
$253K +$8.35K +90 +3%
PWA
579
Provenance Wealth Advisors
Florida
$252K
WPC
580
Wedmont Private Capital
Pennsylvania
$251K +$254K +2,739 New
BWM
581
BlackDiamond Wealth Management
New York
$249K -$1.76K -19 -0.7%
GRP
582
Global Retirement Partners
California
$248K +$13.3K +143 +6%
MYIA
583
Mount Yale Investment Advisors
Colorado
$247K -$4.83K -52 -2%
IP
584
Ignite Planners
California
$247K +$245K +2,635 New
PPWM
585
Paragon Private Wealth Management
Kentucky
$246K
RCAG
586
Rehmann Capital Advisory Group
Michigan
$246K +$240K +2,590 New
LWL
587
Leo Wealth LLC
Texas
$245K +$24.1K +260 +11%
GL
588
Graypoint LLC
New York
$244K +$238K +2,570 New
BWP
589
Baldwin Wealth Partners
Massachusetts
$243K -$77.9K -840 -25%
CIA
590
Concurrent Investment Advisors
Florida
$243K +$27.7K +299 +13%
M
591
MOTCO
Texas
$242K -$129K -1,395 -35%
MF
592
Montis Financial
Massachusetts
$242K
GFL
593
Granite FO LLC
New Hampshire
$241K +$158K +1,700 +243%
KCM
594
KRS Capital Management
Michigan
$241K +$2.32K +25 +1%
CAI
595
Capital Advisors Inc
Oklahoma
$239K -$9.28K -100 -4%
4WM
596
49 Wealth Management
Texas
$238K -$21.2K -228 -8%
EE
597
EWG Elevate
California
$236K +$230K +2,483 New
BFEC
598
Benjamin F. Edwards & Company
Missouri
$235K -$5.1K -55 -2%
ST
599
Spinnaker Trust
Maine
$235K -$28.2K -304 -11%
GBWM
600
Granite Bay Wealth Management
New Hampshire
$232K -$24.6M -265,013 -99%