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SPDR S&P Biotech ETF

774 hedge funds and large institutions have $9.74B invested in SPDR S&P Biotech ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 233 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+36
Holders Change %
+4.88%
% of All Funds
11.22%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
128
Increased
255
Reduced
233
Closed
81
Calls
$2.25B
Puts
$3.97B
Net Calls
-$1.72B
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
601
Sound Stewardship
Kansas
$226K -$21.6K -228 -9%
HCMT
602
Highland Capital Management (Tennessee)
Tennessee
$225K +$225K +2,375 New
LSPW
603
Lake Street Private Wealth
Illinois
$225K +$9.02K +95 +4%
DA
604
Doliver Advisors
Texas
$224K -$4.74K -50 -2%
GFS
605
GYL Financial Synergies
Connecticut
$223K -$15.2K -160 -6%
AIM
606
Aurora Investment Managers
Florida
$221K -$58K -612 -21%
RA
607
RFG Advisory
Alabama
$219K +$219K +2,313 New
CIS
608
Continental Investors Services
Washington
$219K
BCM
609
Bourgeon Capital Management
Connecticut
$217K +$33.4K +352 +18%
IAIM
610
International Assets Investment Management
Florida
$217K +$217K +2,314 New
CBFP
611
Cedar Brook Financial Partners
Ohio
$217K
EFS
612
Essex Financial Services
Connecticut
$215K -$190 -2 -0.1%
PHS
613
Pekin Hardy Strauss
Illinois
$214K +$214K +2,255 New
HWM
614
HighMark Wealth Management
Minnesota
$211K
BCG
615
Breakwater Capital Group
New Jersey
$210K +$210K +2,214 New
IP
616
Investment Partners
Ohio
$210K +$210K +2,213 New
PWM
617
Perigon Wealth Management
California
$208K -$320K -3,375 -61%
CAG
618
Csenge Advisory Group
Florida
$207K +$207K +2,186 New
VFA
619
Values First Advisors
Tennessee
$207K -$46.4K -489 -18%
CPIA
620
Cornell Pochily Investment Advisors
New York
$207K -$41.6K -439 -17%
AHC
621
Adell Harriman & Carpenter
Texas
$206K -$90.1K -949 -30%
WI
622
Wintrust Investments
Illinois
$206K +$206K +2,172 New
ET
623
Equitable Trust
Tennessee
$203K +$203K +2,138 New
MCCA
624
Mill Creek Capital Advisors
Pennsylvania
$201K -$61K -643 -23%
VWM
625
Venturi Wealth Management
Texas
$191K +$191K +2,011 New