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State Street SPDR S&P Biotech ETF

738 hedge funds and large institutions have $9.85B invested in State Street SPDR S&P Biotech ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 193 increasing their positions, 282 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.88% more ownership

Funds ownership: 129.89%156.78% (+27%)

3% less capital invested

Capital invested by funds: $10.2B → $9.85B (-$318M)

4% less funds holding

Funds holding: 769738 (-31)

12% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 117

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

32% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 282

38% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $3.32B

Holders
738
Holders Change
-31
Holders Change %
-4.03%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
103
Increased
193
Reduced
282
Closed
117
Calls
$2.07B
Puts
$3.32B
Net Calls
-$1.26B
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$1.63M
SCA
227
STALEY CAPITAL ADVISERS
Pennsylvania
$1.62M +$4.84K +50 +0.3%
RFWA
228
RPg Family Wealth Advisory
Massachusetts
$1.61M +$19.4K +200 +1%
Cerity Partners
229
Cerity Partners
New York
$1.6M +$154K +1,590 +10%
DWP
230
Daymark Wealth Partners
Ohio
$1.6M
GA
231
GFS Advisors
Texas
$1.59M -$121K -1,251 -7%
IFG
232
Independent Financial Group
California
$1.59M -$160K -1,656 -9%
MIH
233
Meitav Investment House
Israel
$1.57M -$4.59M -47,370 -73%
DCM
234
Dimension Capital Management
Florida
$1.56M +$74.3K +767 +5%
CH
235
Canton Hathaway
Rhode Island
$1.55M -$163K -1,685 -9%
SWM
236
Spire Wealth Management
Virginia
$1.55M +$162K +1,669 +11%
FWM
237
FFT Wealth Management
Pennsylvania
$1.54M -$99.3K -1,025 -6%
JGC
238
J. Goldman & Co
New York
$1.52M +$1.63M +16,834 New
VNA
239
Valley National Advisers
Pennsylvania
$1.49M -$321K -3,313 -17%
AGM
240
Alpine Global Management
New York
$1.49M +$1.6M +16,536 New
MA
241
Mutual Advisors
Nebraska
$1.49M -$73.7K -761 -4%
AC
242
ASB Consultores
Florida
$1.48M
IWA
243
IBEX Wealth Advisors
New Jersey
$1.47M +$1.58M +16,359 New
RWA
244
Rooted Wealth Advisors
Illinois
$1.47M +$213K +2,199 +16%
AWF
245
Alpha Wealth Funds
Utah
$1.44M +$1.55M +16,009 New
SA
246
Sanctuary Advisors
Indiana
$1.42M +$581 +6 +0%
PI
247
PFG Investments
New York
$1.38M -$586K -6,045 -28%
LC
248
Lindbrook Capital
California
$1.37M -$713K -7,360 -33%
CIEC
249
Crédit Industriel et Commercial
France
$1.35M +$1.46M +15,044 New
UM
250
Ulysses Management
New York
$1.35M -$630K -6,500 -30%

XBI Hedge Fund Activity: Q4 2024 in Review

738 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2024, worth a combined $9.85B — down 3.1% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of XBI and 103 opened new positions — a net loss of 14 holders — while 282 trimmed existing stakes and 193 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $860M. The largest seller was JP Morgan Chase, cutting an estimated $413M.

  • 738 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2024, down from 769 in Q3 2024.
  • Funds reported $9.85B of State Street SPDR S&P Biotech ETF stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 103 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2024 and 117 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $860M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2024 was JP Morgan Chase, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.