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State Street SPDR S&P Biotech ETF

702 hedge funds and large institutions have $7.56B invested in State Street SPDR S&P Biotech ETF in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 211 increasing their positions, 199 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

11% more funds holding

Funds holding: 635702 (+67)

6% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 199

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5% less capital invested

Capital invested by funds: $7.94B → $7.56B (-$388M)

5.63% less ownership

Funds ownership: 111.08%105.45% (-5.6%)

21% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.35B

Holders
702
Holders Change
+67
Holders Change %
+10.55%
% of All Funds
10.8%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
140
Increased
211
Reduced
199
Closed
63
Calls
$2.63B
Puts
$3.35B
Net Calls
-$719M
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
651
Lenox Wealth Advisors
New York
$11K
RG
652
Retirement Group
California
$11K
SBL
653
Sargent Bickham Lagudis
Colorado
$11K
CT
654
Cambridge Trust
Massachusetts
$11K +$11.8K +98 New
ZIG
655
Zullo Investment Group
Pennsylvania
$11K +$12.1K +100 New
EW
656
Evoke Wealth
California
$10K -$5.79K -48 -36%
GWS
657
Glassman Wealth Services
Virginia
$9K -$36.2K -300 -79%
BW
658
Bison Wealth
Georgia
$9K -$482 -4 -5%
CA
659
Crewe Advisors
Utah
$9K
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
LAS
661
Lloyd Advisory Services
Georgia
$9K +$9.65K +80 New
GWANC
662
Guardian Wealth Advisors (North Carolina)
North Carolina
$9K +$9.89K +82 New
WCAMG
663
Woodard & Company Asset Management Group
North Carolina
$8K
CPFP
664
Clear Perspectives Financial Planning
Ohio
$8K +$8.44K +70 New
NF
665
Norwood Financial
Pennsylvania
$8K +$8.44K +70 New
SGCA
666
Steel Grove Capital Advisors
Tennessee
$8K +$8.44K +70 New
AWM
667
Aspire Wealth Management
Massachusetts
$8K +$8.56K +71 New
GAM
668
Gemmer Asset Management
California
$8K +$9.05K +75 New
AWM
669
Avior Wealth Management
Nebraska
$7K
LPWM
670
Lake Point Wealth Management
Texas
$7K
OCM
671
Orion Capital Management
California
$7K
MFA
672
McClarren Financial Advisors
Pennsylvania
$7K +$7.24K +60 New
SCM
673
Segantii Capital Management
Hong Kong
$6K -$8.48M -70,340 -100%
SW
674
SVB Wealth
Massachusetts
$6K -$447K -3,709 -98%
TFS
675
TrustCore Financial Services
Tennessee
$6K -$1.81K -15 -21%