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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
HCM
701
Hollencrest Capital Management
California
$38.7K
VL
702
Vima LLC
Michigan
$38.1K
MFT
703
Moisand Fitzgerald Tamayo
Florida
$38K
SA
704
Scarborough Advisors
Maryland
$33.8K
FHA
705
First Horizon Advisors
Tennessee
$33.2K -$43.7K -471 -57%
DCM
706
Davis Capital Management
Florida
$33K
TWC
707
TD Waterhouse Canada
Ontario, Canada
$32.6K -$50K -539 -66%
SWC
708
Spectrum Wealth Counsel
Indiana
$32.3K +$27.8K +300 +750%
AWM
709
Avior Wealth Management
Nebraska
$32.1K +$30K +323 +2,153%
TIM
710
Tortoise Investment Management
New York
$26.1K
HPC
711
HM Payson & Co
Maine
$25.7K -$12K -129 -32%
RF
712
Robinswood Financial
Washington
$25.3K
IF
713
Integrity Financial
Wyoming
$24.8K
CFD
714
Creative Financial Designs
Indiana
$24.1K -$126K -1,356 -84%
RWPA
715
Richard W. Paul & Associates
Michigan
$23.7K +$12.5K +135 +117%
TCA
716
Trifecta Capital Advisors
Illinois
$23.2K
PCMC
717
Private Capital Management (Colorado)
Colorado
$23.1K
PWMG
718
Prestige Wealth Management Group
New Jersey
$22.4K
AWM
719
AllSquare Wealth Management
New York
$22.4K
AAP
720
Arax Advisory Partners
Colorado
$21.4K -$9.28K -100 -31%
JGIA
721
Jackson Grant Investment Advisers
Connecticut
$20.2K +$19.8K +213 New
CICI
722
Capital Investment Counsel Inc
North Carolina
$19.5K
BIA
723
Bell Investment Advisors
California
$19.2K -$16.4K -177 -47%
BAM
724
Bellevue Asset Management
Washington
$19K
WSCM
725
Wellington Shields Capital Management
New York
$19K +$18.6K +200 New