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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
AFS
751
AFG Fiduciary Services
Massachusetts
-$618K -7,451 Closed
KI
752
Keystone Investors
Singapore
-$616K -7,426 Closed
SC
753
Scholtz & Company
Connecticut
-$577K -6,950 Closed
SM
754
Southport Management
Wyoming
-$540K -6,500 Closed
AIM
755
Aspen Investment Management
Michigan
-$505K -6,085 Closed
BCM
756
Barometer Capital Management
Ontario, Canada
-$498K -6,000 Closed
FAIM
757
Financial Advocates Investment Management
Washington
-$488K -5,876 Closed
OA
758
Oxbow Advisors
Texas
-$486K -5,850 Closed
CF
759
Centaurus Financial
California
-$307K -3,704 Closed
ASFA
760
All Season Financial Advisors
Colorado
-$306K -3,692 Closed
PAS
761
Park Avenue Securities
New York
-$292K -3,521 Closed
DA
762
DCF Advisers
Connecticut
-$291K -3,500 Closed
IP
763
Investment Partners
Ohio
-$283K -3,410 Closed
YIH
764
Y-Intercept (HK)
Hong Kong
-$267K -3,222 Closed
Lido Advisors
765
Lido Advisors
California
-$259K -3,116 Closed
MFG
766
Magnus Financial Group
New York
-$255K -3,073 Closed
HIMC
767
Heritage Investors Management Corp
Maryland
-$244K -2,938 Closed
IAN
768
Integrated Advisors Network
Texas
-$241K -2,904 Closed
HI
769
Harper Investing
California
-$234K -2,822 Closed
MSFS
770
Main Street Financial Solutions
Pennsylvania
-$233K -2,804 Closed
FNBT
771
FineMark National Bank & Trust
Florida
-$225K -2,714 Closed
EFS
772
Essex Financial Services
Connecticut
-$223K -2,689 Closed
GT
773
Glenview Trust
Kentucky
-$222K -2,673 Closed
KeyBank National Association
774
KeyBank National Association
Ohio
-$220K -2,652 Closed
CPIA
775
Cornell Pochily Investment Advisors
New York
-$213K -2,562 Closed