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SPDR S&P Biotech ETF

731 hedge funds and large institutions have $9.85B invested in SPDR S&P Biotech ETF in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 193 increasing their positions, 280 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-32
Holders Change %
-4.19%
% of All Funds
9.73%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
101
Increased
193
Reduced
280
Closed
115
Calls
$2.07B
Puts
$3.32B
Net Calls
-$1.26B
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
601
AssetMark Inc
California
$69.4K -$53M -588,528 -100%
FWM
602
FSA Wealth Management
Massachusetts
$67.5K
CW
603
Curio Wealth
Maryland
$67.4K +$67.4K +748 New
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$64.7K +$18K +200 +39%
MG
605
MilWealth Group
Wisconsin
$64.6K +$64.6K +717 New
NP
606
NorthRock Partners
Minnesota
$63.3K -$14K -155 -18%
OIA
607
Optimum Investment Advisors
Illinois
$63K
VFA
608
Valeo Financial Advisors
Indiana
$62.1K +$62.1K +9,595 New
HI
609
Harbour Investments
Wisconsin
$61.6K
AA
610
Ancora Advisors
Ohio
$59.2K -$21.7K -241 -27%
BF
611
BOK Financial
Oklahoma
$57.2K -$17.9K -200 -24%
VAG
612
VisionPoint Advisory Group
Texas
$55.9K -$2.19M -23,943 -98%
RIA
613
Realta Investment Advisors
Delaware
$54.3K -$4.71K -51 -8%
MA
614
Montag & Associates
Georgia
$54K -$3.68M -40,809 -99%
RMC
615
Resources Management Corp
Connecticut
$53K
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$52.4K
CWM
617
Cranbrook Wealth Management
Michigan
$51.9K -$18.1K -201 -26%
AA
618
Addison Advisors
Vermont
$48.2K +$10.4K +115 +27%
EWP
619
Elevation Wealth Partners
California
$48.2K
CFGS
620
Concourse Financial Group Securities
Alabama
$47K
HR
621
Howe & Rusling
New York
$46.7K +$1.71K +19 +4%
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.3K +$46.3K +500 New
BOJHT
623
Bank of Jackson Hole Trust
Wyoming
$42.8K +$42.8K +475 New
EB
624
Eastern Bank
Massachusetts
$42.6K -$10.3K -114 -19%
ACA
625
Aptus Capital Advisors
Alabama
$41.9K -$21.1K -235 -34%