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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
WI
626
Wintrust Investments
Illinois
$206K +$202K +2,172 New
ET
627
Equitable Trust
Tennessee
$203K +$198K +2,138 New
MCCA
628
Mill Creek Capital Advisors
Pennsylvania
$201K -$59.7K -643 -23%
VWM
629
Venturi Wealth Management
Texas
$191K +$187K +2,011 New
FFWA
630
FRG Family Wealth Advisors
Washington
$186K +$204K +2,200 New
TH
631
TCTC Holdings
Texas
$185K -$278 -3 -0.2%
CP
632
Castleview Partners
Texas
$185K +$171K +1,839 +1,657%
JHCP
633
Jackson Hole Capital Partners
Oklahoma
$175K
VCM
634
Versant Capital Management
Arizona
$171K
MTIC
635
Missouri Trust & Investment Company
Missouri
$164K +$123K +1,325 +331%
S
636
SignatureFD
Georgia
$164K
ST
637
Skorpios Trust
Cyprus
$160K
MWA
638
Moser Wealth Advisors
Washington
$157K +$2.32K +25 +2%
MSS
639
Mitchell Sinkler & Starr
Pennsylvania
$154K -$547K -5,897 -78%
EDRH
640
Edmond de Rothschild Holding
Switzerland
$154K
AF
641
Arrow Financial
New York
$149K
JEST
642
JTC Employer Solutions Trustee
Jersey
$147K
GWM
643
Geneos Wealth Management
Colorado
$146K +$13.5K +145 +10%
IWA
644
Icon Wealth Advisors
Texas
$142K
CT
645
Colonial Trust
South Carolina
$142K
MWM
646
MGB Wealth Management
Texas
$142K
MMG
647
Monetary Management Group
Missouri
$142K +$139K +1,500 New
AA
648
Ancora Advisors
Ohio
$142K +$835 +9 +0.6%
MCM
649
Manchester Capital Management
Vermont
$141K
CA
650
CoreCap Advisors
Michigan
$139K +$136K +1,462 New