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State Street SPDR S&P Biotech ETF

713 hedge funds and large institutions have $7.23B invested in State Street SPDR S&P Biotech ETF in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 237 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.89% more ownership

Funds ownership: 94.86%110.75% (+16%)

3% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 237

4% less funds holding

Funds holding: 746713 (-33)

12% less capital invested

Capital invested by funds: $8.21B → $7.23B (-$977M)

20% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 95

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

32% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.7B

Holders
713
Holders Change
-33
Holders Change %
-4.42%
% of All Funds
11.36%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.37%
New
76
Increased
229
Reduced
237
Closed
95
Calls
$1.15B
Puts
$1.7B
Net Calls
-$543M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
701
Front Row Advisors
California
$2K
HS
702
Horan Securities
United States
$1.98K
GWM
703
GSB Wealth Management
Connecticut
$1.97K +$1.99K +24 New
CA
704
Clearstead Advisors
Ohio
$1.75K +$1.08K +13 +130%
TFA
705
Toth Financial Advisory
Virginia
$1.52K
DWA
706
Dougherty Wealth Advisers
Minnesota
$1.52K +$1.66K +20 New
AWM
707
Avior Wealth Management
Nebraska
$1.14K
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.14K
BAM
709
Baldrige Asset Management
Pennsylvania
$1K
GAG
710
Goodman Advisory Group
Massachusetts
$991
BBPWM
711
Blue Bell Private Wealth Management
Pennsylvania
$838
YAL
712
Your Advocates Ltd
Texas
$762
ANBT
713
American National Bank & Trust
Texas
$457
CWP
714
Concord Wealth Partners
Virginia
$382
SWM
715
Sugarloaf Wealth Management
Georgia
$152 -$10.5K -127 -98%
Toronto Dominion Bank
716
Toronto Dominion Bank
Ontario, Canada
-$37.7M -454,451 Closed
CM
717
Castleark Management
Illinois
-$37.2M -448,640 Closed
CA
718
CSM Advisors
Pennsylvania
-$24.4M -294,100 Closed
NRA
719
NSI Retail Advisors
Pennsylvania
-$24.4M -294,100 Closed
AC
720
AMS Capital
Brazil
-$19.3M -232,905 Closed
EP
721
Eversept Partners
New York
-$17.9M -216,087 Closed
CCP
722
Clough Capital Partners
Massachusetts
-$17.9M -215,800 Closed
OCA
723
Octagon Capital Advisors
New York
-$16.6M -199,417 Closed
AACP
724
Advantage Alpha Capital Partners
California
-$14.7M -177,483 Closed
GAMH
725
Greenwoods Asset Management (HK)
Hong Kong
-$12M -144,339 Closed