We are live on ! Find out more
XBI icon

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
O
51
OrbiMed
New York
$20.9M +$16.4M +197,600 +259%
Capital Fund Management (CFM)
52
Capital Fund Management (CFM)
France
$20.7M +$19.2M +230,942 +567%
WT
53
Whittier Trust
California
$20.3M +$703K +8,467 +3%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$19.6M -$3.04M -36,695 -13%
AFA
55
American Financial Advisors
Georgia
$19.2M -$930K -11,208 -4%
SO
56
STRS Ohio
Ohio
$18.1M -$2.64M -31,800 -12%
CS
57
Credit Suisse
Switzerland
$17.2M -$20.3M -244,213 -52%
HighTower Advisors
58
HighTower Advisors
Illinois
$17.2M -$14M -168,683 -43%
EC
59
Estate Counselors
Wisconsin
$16M +$11M +132,175 +169%
STA
60
Summit Trail Advisors
New York
$16M -$4.51M -54,322 -21%
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$15.6M -$699K -8,430 -4%
HCMG
62
Howard Capital Management Group
California
$15.6M -$107K -1,292 -0.6%
JCM
63
Janney Capital Management
Pennsylvania
$15.5M -$556K -6,695 -3%
SFS
64
Strategic Financial Services
New York
$15.4M -$880K -10,600 -5%
SGH
65
Sivik Global Healthcare
Connecticut
$15.2M +$2.07M +25,000 +14%
WM
66
WS Management
Florida
$15.2M +$8.3M +100,000 +100%
MMFA
67
Main Management Fund Advisors
California
$15.1M +$2.35M +28,300 +17%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$14.7M -$1.28M -15,367 -7%
Stifel Financial
69
Stifel Financial
Missouri
$14.7M -$11.1M -133,274 -41%
LRPA
70
L. Roy Papp & Associates
Arizona
$14.5M -$615K -7,410 -4%
N
71
Nuveen
North Carolina
$14.3M +$2.89M +34,817 +23%
WAM
72
Weatherly Asset Management
California
$14.1M -$245K -2,950 -2%
Walleye Trading
73
Walleye Trading
New York
$14M +$14.9M +179,239 +3,696%
MIG
74
McGuire Investment Group
Rhode Island
$13.9M +$158K +1,906 +1%
Wolverine Trading
75
Wolverine Trading
Illinois
$13.5M +$7.03M +84,671 +88%