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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
PWP
251
Pursue Wealth Partners
California
$1.33M
DWM
252
Denver Wealth Management
Colorado
$1.32M -$15.8K -163 -1%
AWS
253
Atria Wealth Solutions
New York
$1.31M +$273K +2,822 +24%
BS
254
Banco Santander
Spain
$1.31M +$3.49K +36 +0.2%
Bank Julius Baer & Co
255
Bank Julius Baer & Co
Switzerland
$1.31M +$47.2K +487 +4%
MIA
256
MeadowBrook Investment Advisors
Michigan
$1.3M -$46.6K -481 -3%
GCP
257
Garda Capital Partners
Minnesota
$1.29M +$1.39M +14,376 New
HWA
258
Hillcrest Wealth Advisors
New Jersey
$1.29M +$702K +7,245 +102%
AMI
259
Amica Mutual Insurance
Rhode Island
$1.27M
SPIA
260
Steward Partners Investment Advisory
New York
$1.26M -$78.9K -814 -6%
OMC
261
Old Mission Capital
Illinois
$1.25M +$1.11M +11,496 +477%
SIM
262
Seaview Investment Managers
Florida
$1.25M -$818K -8,445 -38%
LWM
263
LJI Wealth Management
Indiana
$1.23M -$605K -6,241 -31%
ASN
264
Advisory Services Network
Georgia
$1.22M +$348K +3,588 +36%
TAM
265
Titleist Asset Management
Texas
$1.2M -$27.2K -281 -2%
Northern Trust
266
Northern Trust
Illinois
$1.2M -$1.62M -16,732 -56%
MIC
267
Maxi Investments CY
Cyprus
$1.19M +$1.28M +13,234 New
CBA
268
Coastal Bridge Advisors
Connecticut
$1.19M -$89.8K -927 -7%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$273K +2,818 +28%
IUHSA
270
Itau Unibanco Holding S.A.
Brazil
$1.17M +$1.26M +13,022 New
KA
271
Kercheville Advisors
Texas
$1.17M -$266K -2,750 -17%
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$1.16M -$297K -3,064 -19%
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
$1.16M -$62.5K -645 -5%
Capstone Investment Advisors
274
Capstone Investment Advisors
New York
$1.16M +$1.25M +12,905 New
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$1.15M +$160K +1,651 +15%

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.