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
TI
201
Trexquant Investment
Connecticut
$2.27M +$2.47M +29,805 New
EIA
202
Eldridge Investment Advisors
New Hampshire
$2.24M -$43.4K -523 -2%
BDAM
203
Blue Door Asset Management
Connecticut
$2.13M +$2.32M +28,000 New
BFO
204
Biltmore Family Office
North Carolina
$2.08M -$350K -4,217 -13%
TCM
205
Telos Capital Management
California
$2.05M -$415 -5 -0%
EPA
206
Element Pointe Advisors
Florida
$1.97M -$109K -1,315 -5%
EWA
207
Evolution Wealth Advisors
Florida
$1.92M -$80.7K -973 -4%
CBA
208
Coastal Bridge Advisors
Connecticut
$1.92M -$27.5K -331 -1%
SWIG
209
Strategic Wealth Investment Group
Kentucky
$1.88M +$330K +3,978 +19%
Northern Trust
210
Northern Trust
Illinois
$1.87M +$161K +1,945 +9%
CG
211
Cutler Group
California
$1.87M +$2.04M +24,546 New
RIA
212
RPG Investment Advisory
California
$1.87M +$45.6K +550 +2%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$1.86M +$25K +301 +1%
LP
214
LGL Partners
Pennsylvania
$1.86M -$314K -3,790 -13%
AMG
215
Asset Management Group
Connecticut
$1.84M
US Bancorp
216
US Bancorp
Minnesota
$1.79M -$615K -7,416 -24%
BPA
217
Beacon Pointe Advisors
California
$1.74M +$70.5K +850 +4%
CCM
218
Carmel Capital Management
California
$1.74M +$129K +1,550 +7%
LAI
219
Legal Advantage Investments
California
$1.72M +$10.8K +130 +0.6%
AAS
220
Ameritas Advisory Services
Nebraska
$1.72M -$563K -6,780 -24%
PWP
221
Pursue Wealth Partners
California
$1.72M -$306K -3,683 -14%
SI
222
Stephens Inc
Arkansas
$1.71M +$133K +1,606 +8%
HDIM
223
Hanson & Doremus Investment Management
Vermont
$1.7M +$29.1K +351 +2%
SMFG
224
Sumitomo Mitsui Financial Group
Japan
$1.69M +$44.8K +540 +2%
LWM
225
Lyell Wealth Management
California
$1.69M -$145K -1,749 -7%