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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
OIA
676
Optimum Investment Advisors
Illinois
$66.4K
BONH
677
Bank of New Hampshire
New Hampshire
$65.5K -$21.6K -233 -25%
IGWM
678
ICA Group Wealth Management
Colorado
$64.6K +$35.4K +381 +127%
EWM
679
EPG Wealth Management
Georgia
$63.2K
PGAM
680
Princeton Global Asset Management
New Jersey
$61.7K
KFI
681
Key Financial Inc
Pennsylvania
$58.4K
TF
682
Tompkins Financial
New York
$56.9K +$9.28K +100 +20%
SWA
683
SOA Wealth Advisors
New York
$56.7K +$24.6K +265 +80%
OSNBOA
684
Old Second National Bank of Aurora
Illinois
$55.2K
AA
685
Addison Advisors
Vermont
$54.1K
EWP
686
Elevation Wealth Partners
California
$50.7K
DSC
687
Duncker Streett & Co
Missouri
$48.9K
GCM
688
Goldstream Capital Management
Hong Kong
$47.4K
BCM
689
Blume Capital Management
California
$47.4K -$46.4K -500 -50%
HCM
690
Highlander Capital Management
New Jersey
$47.4K
CA
691
Clearstead Advisors
Ohio
$47.2K +$46.2K +498 +1,844%
GWSG
692
GPS Wealth Strategies Group
Colorado
$47.1K +$32.5K +350 +240%
SL
693
Salomon & Ludwin
Virginia
$46.8K
CFGS
694
Concourse Financial Group Securities
Alabama
$46.8K -$15.3K -165 -25%
EWM
695
Evermay Wealth Management
Virginia
$43.9K -$1.49K -16 -3%
PTC
696
Private Trust Company
Ohio
$43.3K +$3.06K +33 +8%
RMC
697
Resources Management Corp
Connecticut
$43K
WIA
698
Wetzel Investment Advisors
Indiana
$41.7K
CWM
699
Compass Wealth Management
Connecticut
$41.3K
TSWM
700
Tyler-Stone Wealth Management
Ohio
$39.8K