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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
OIA
601
Optimum Investment Advisors
Illinois
$53.3K -$12.4K -150 -18%
TF
602
Tompkins Financial
New York
$53.3K
GI
603
Gradient Investments
Minnesota
$51.3K
CFGS
604
Concourse Financial Group Securities
Alabama
$48.2K
KFI
605
Key Financial Inc
Pennsylvania
$46.9K -$12.4K -150 -20%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$46K
PFBT
607
Parkside Financial Bank & Trust
Missouri
$45.2K
OSNBOA
608
Old Second National Bank of Aurora
Illinois
$44.4K
FHA
609
First Horizon Advisors
Tennessee
$43.5K +$18.3K +221 +63%
C
610
Covestor
United Kingdom
$41K -$22.5K -271 -34%
EWP
611
Elevation Wealth Partners
California
$40.7K +$44.3K +534 New
AAP
612
Arax Advisory Partners
Colorado
$39.2K
FCA
613
Fortis Capital Advisors
Kansas
$38.4K +$4.15K +50 +11%
DSC
614
Duncker Streett & Co
Missouri
$38.1K
FFA
615
Farther Finance Advisors
California
$38.1K +$39K +470 +1,567%
FWM
616
Focused Wealth Management
New York
$37.1K -$3.47M -41,779 -99%
TWA
617
TCI Wealth Advisors
Arizona
$35.7K
EWM
618
Evermay Wealth Management
Virginia
$35.3K
FNBOSM
619
First National Bank of South Miami
Florida
$35.1K
CWM
620
Compass Wealth Management
Connecticut
$30.9K
MTIC
621
Missouri Trust & Investment Company
Missouri
$30.5K -$8.3K -100 -20%
MFT
622
Moisand Fitzgerald Tamayo
Florida
$30.5K
AWM
623
AllSquare Wealth Management
New York
$27.9K
NIC
624
Northwest Investment Counselors
Oregon
$26.7K +$29K +350 New
SWA
625
SOA Wealth Advisors
New York
$25.3K