We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

451 hedge funds and large institutions have $6.32B invested in State Street SPDR S&P Biotech ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

43% more capital invested

Capital invested by funds: $4.42B → $6.32B (+$1.91B)

30.19% more ownership

Funds ownership: 114.54%144.73% (+30%)

6% more funds holding

Funds holding: 427451 (+24)

7% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 130

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

57% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.64B

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
9.76%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
83
Increased
139
Reduced
130
Closed
52
Calls
$1.14B
Puts
$2.64B
Net Calls
-$1.5B
Net Calls Change
-$627M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
226
New England Private Wealth Advisors
Massachusetts
$563K +$85.1K +1,000 +19%
MSS
227
Mitchell Sinkler & Starr
Pennsylvania
$560K
AAIM
228
Asset Advisors Investment Management
Georgia
$554K
XS
229
XR Securities
Illinois
$550K -$51.7K -608 -9%
TCOV
230
Trust Company of Vermont
Vermont
$539K +$291K +3,421 +135%
MFG
231
Merit Financial Group
Georgia
$536K +$504K +5,928 New
BTS
232
BB&T Securities
Virginia
$528K -$237K -2,782 -32%
MRCM
233
M&R Capital Management
New Jersey
$523K +$133K +1,560 +35%
RJT
234
Raymond James Trust
Florida
$498K -$147K -1,723 -24%
UR
235
USCA RIA
Texas
$497K -$76.1K -895 -14%
CCM
236
Cribstone Capital Management
Maine
$495K +$465K +5,466 New
PCG
237
Private Capital Group
Connecticut
$480K -$21.9K -258 -5%
CFMC
238
Curbstone Financial Management Corp
New Hampshire
$480K +$451K +5,300 New
AHC
239
Adell Harriman & Carpenter
Texas
$479K +$9.1K +107 +2%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$467K +$111K +1,300 +34%
ATC
241
Adirondack Trust Company
New York
$460K
AG
242
Appleton Group
Wisconsin
$455K +$427K +5,022 New
ECM
243
Evergreen Capital Management
Washington
$453K
SYBT
244
Stock Yards Bank & Trust
Kentucky
$453K
ET
245
Equitable Trust
Tennessee
$450K -$12.4K -146 -3%
CAM
246
Covenant Asset Management
New Jersey
$449K -$2.3M -27,065 -85%
MOS
247
MGO One Seven
Ohio
$449K
SS
248
Simplicity Solutions
Minnesota
$440K +$111K +1,310 +37%
WWM
249
Willingdon Wealth Management
North Carolina
$437K +$12.8K +151 +3%
CCT
250
Chemung Canal Trust
New York
$428K +$403K +4,732 New

XBI Hedge Fund Activity: Q1 2019 in Review

451 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2019, worth a combined $6.32B — up 43% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XBI positions and 52 closed out — a net gain of 31 holders — while 139 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $371M. The largest seller was Wells Fargo, cutting an estimated $105M.

  • 451 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2019, up from 427 in Q4 2018.
  • Funds reported $6.32B of State Street SPDR S&P Biotech ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2019 was Morgan Stanley, an estimated $371M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2019 was Wells Fargo, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.